Grant Heflin
  1. Fiduciary Relationship

As a fiduciary, I serve my clients by placing their needs ahead of my own at all times. Unlike many other firms that offer wealth management services, I do not use a product-based “one size fits all” approach. I take pride in the fact that I am sitting on the same side of the table as my clients. It is essential that I adhere to the highest level of ethical standards.

  1. Transparency

Regardless of what your financial or investment plan may look like, I ensure that any fee that you may be charged is fully disclosed before implementing the plan. This keeps everything simple and easy to understand and avoids surprises.

  1. Age

No matter the age of my client, it is to their benefit that I have a long career ahead of me. As a younger advisor, the relationships that I have with clients can last 30 or more years. If your advisor is in their 50s or 60s, then it is certainly possible that your advisor will be retiring when you need their help the most. The last thing that you will want to do when you are retiring is be forced to develop a new relationship because your advisor is retiring as well. According to www.ssa.gov, a man reaching age 65 in 2018 can expect to live, on average, until age 84.3 and a woman can expect to live, on average, until age 86.6. You need someone who will be there to work with you throughout your retirement.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.