Instead of hiring a solo generalist, what if you could hire a team of specialists? What if that team allowed us to give you more time and attention, so we could make a greater impact for your family? What if you could get the personal care, attention, and accountability that a smaller firm provides, but the breadth of experience and knowledge of a large firm?
This involves two things: expertise and execution. We have built a team of the best and brightest to be able to have the depth and breadth to be able to execute across your entire financial picture. But you will have a dedicated wealth coach who coordinates that team and always has a comprehensive view of your goals and financial plan in mind. This allows you to take action with clarity and conviction.
Everyone says they have good service, but at Foster Victor we ensure that happens by making sure our wealth coaches have enough time to give each client the attention they deserve. We could assign more clients per coach and they would do an adequate or even good job. We prefer excellence, as do our clients.
Another benefit of our unique structure, is that we can provide the breadth of services required to create a comprehensive financial plan for your life. We believe nobody can create a comprehensive financial plan alone. You can’t be an expert in tax strategy, insurance, real estate… and the list goes on. In those few areas where we don’t yet have the expertise at the standard we have set for ourselves, we have trusted parters to execute on those items.
The reason smart and successful people don’t make the most of their money comes down to one thing: execution. A strategic plan without execution is worse than useless; it’s a waste of your valuable time. That is why our entire firm is geared toward execution. We hold ourselves to a high standard of accountability. We do what we say we will do. Likewise, we have accountability built into our process for our clients, so they can take action on their strategic plan. Every time you meet with your advisor there should be tangible,incremental improvement.
