With so many financial advisory firms competing for your business, you need to understand how to spot the key differences between them. Factors like experience, education, and availability can all determine whether your financial plan succeeds.
At Meld Financial, we have spent thirty years setting ourselves apart from the pack. We do this by bringing together a team of talented, driven professionals that put client needs first. Our team is at the heart of everything we do, and here are four ways our approach sets us apart.
A Team of Advisors With Diverse Specializations
Your financial picture is complex and involves many moving parts. A single advisor is trained to bring these pieces together into a cohesive plan, but no one can master everything. On the other hand, our team approach allows our advisors to develop specialized knowledge in the areas that interest them most, while supporting the rest of the team with their experience.
Some of our advisors come to Meld with a deep understanding of a particular aspect of financial planning, while others discover their passion after joining our team. In both cases, we provide the resources they need to pursue their interests – and better serve you.
Specialization benefits you by allowing the person with the most knowledge of a particular topic to weigh in on your financial plan – even if they aren’t your dedicated advisor. Our advisors specialize in taxes, law, long-term care, and even government benefits like Social Security and Medicare. With this level of specialization, we can provide comprehensive wealth management that covers your most pressing needs.
A Team Approach Means You Always Have Support
When your financial advisor retires, moves, or leaves the field, you can be left with the work of finding a replacement. Fortunately, this is not an issue at Meld. If your dedicated advisor retires before you do, don’t worry! Our team-centered approach ensures you can transition to an established Meld advisor who is already familiar with your situation.
Our team is also here to support you if your dedicated advisor is out of the office due to illness, family circumstances, or a well-earned vacation. Another member of our team is always available to help answer your questions, manage your portfolio, and ensure you have access to your money when you need it.
A Team Approach Improves Accuracy
Financial advisors are only human and sometimes make mistakes. Fortunately, our team supports each other and helps to catch these errors before they impact your financial plan.
Accuracy is vital to maintaining your portfolio and your financial plan. That’s why we have procedures in place that take advantage of our team approach to verify key information and prevent mistakes.
A Team of Professionals Generates Unique Ideas
Our team of financial professionals come from many backgrounds, have different education, and a wealth of experience. These factors combine to give us a unique perspective that helps to generate new ideas to better serve our clients.
In particular, our team was integral to the creation of Financial Fingerprint® – our proprietary wealth management program. We’ve consistently improved this program during the past 30 years of helping clients achieve their dream retirement. Today, it brings together the most important pieces of your financial picture into one comprehensive plan that is easy to understand, even if you don’t have a financial background.
Get Started with Financial Fingerprint® From the Team at Meld Financial
At Meld Financial, our team is the driving force behind everything that we do to help clients succeed. We come together to support you through every step of your financial journey from saving for retirement to planning your estate. Our team brings together professionals with vast experience and unique perspectives to generate ideas and constantly improve our services. To learn how our team approach can benefit you or to get started with Financial Fingerprint®, contact us today.
