Broker Check

COMING SOON - NEW Bluffton Location

117 E Elm Street

Bluffton, OH 45817
What you don't know CAN hurt you

What you don't know CAN hurt you

July 12, 2022
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It can be hard to step into the “unknown” and call a financial adviser.  Allow us to answer a few of these objections!

1) I don’t know what you’ll expect from me or if you will be too pushy.  You are always in charge. Any time you want to hit the pause button or stop having a conversation with us, you can do that.  It is very important to us to NOT be pushy.

2) I don’t know the right questions to ask and I don’t want to look ‘stupid.’    None of us are experts in every area of life.  Probably you’ve focused on living daily life vs studying finances.  That’s ok! 

3) I don’t think I have enough money saved up for retirement, so I’m not sure you will work with me.   We don’t have account minimums or other barriers in place.  We focus on helping people understand their situation. Knowledge is power and that’s true for everyone.

4) I have a lot of ‘loose ends’ and am embarrassed that I don’t know where to start.  Organizing your information and researching to simplify things is part of our service.  You don’t have to have everything all together before you talk with us.

5) I think my current adviser will be mad at me if I talk to someone else.  We don’t want to interfere if your current adviser is meeting your needs. However, someone who has enrolled you in your employer plan isn’t necessarily focusing on your family’s financial future.  They aren’t helping with estate planning or tax efficiency, college planning, income streams for when you retire, etc.  If you are considering a conversation with us, we might be reaching areas of interest for you that your adviser hasn’t or won’t address.

6) My schedule is packed full and I don’t have time to prioritize for this right now.  We will give you clear direction of what to do first, second, third, etc.  We can’t make time in your day, but we can help guide you—if you’ll start the conversation!