Wexford Financial Strategies
Objective Approach To Problem Solving
Many of our clients felt as though their financial life was disorganized. They also found they were receiving advice from too many financial professionals which is confusing. These are just two reasons they sought the advice of Wexford Financial Strategies.
Critical to our holistic, macroeconomic, comprehensive approach is our ability and commitment to listen and ask the right questions. It is vital to get to know our clients and to understand what is truly important to them. Our ultimate goal is to help our clients with their financial objectives. Our four step approach is the following:
Before any product or service can be recommended, an extensive fact find interview takes place. This will include subjective, objective, qualitative and quantitative questions to get a clear understanding of your current circumstances and financial objectives. We begin with a thorough audit of your present financial situation to give you an accurate picture of where you stand. We listen to gain a thorough understanding of your personal goals for yourself, your family and your business. We then will analyze your insurance and investment portfolios to identify any gaps that may exist.
You will then receive advice and suggestions to fill in the gaps in order to help you with your objectives more efficiently.
If our recommendations make sense to you, we will work with you to implement them and help you obtain the required products and services.
Because your financial situation is bound to change, we will work with you throughout the stages of accumulation, distribution and preservation conducting periodic reviews to help you monitor your strategy and its ability to continue to address your goals.
A Financial Services Professional can help you with many of your financial needs. It is important to note that Financial Service Professionals are only able to provide certain services if they are licensed to do so.
To you, we pledge our extensive knowledge, integrity, resources and dedication in all that we do.