What circumstance or situation might motivate you to seek a financial advisor?
It’s usually a combination of things – being overwhelmed by the complexity of financial planning, uncertainty about whether your current advisor is serving you independently and free of conflicts of interest, or perhaps you’ve not achieved the investment returns you expected.
These concerns are symptoms of larger core issues, namely:
- Lack of clarity
- Lack of time
- Lack of expertise
The individuals and families we serve understand the benefit of a thoughtfully conceived, carefully managed financial plan based on their specific needs. They look to us to chart a course, anticipate challenges and help navigate the complexities of personal finance.
Taking time to understand what’s important to you, and why, differentiates Ark Royal from other advisors. Engaged listening requires we delay telling our story, so we can learn about yours. We seek to clarify what’s important to you and to understand the emotion influencing your financial decisions. Then we work to make sure what we’ve heard drives effective action.
"When people ask me what we do, my answer is simple -
we help successful people make smart decisions about money.”
-Mike Palmer, CFP®