What Makes Us Different?
- We maintain the highest ethical and moral standards in conducting our business and we pledge to place our clients' interest above all else.
- We believe that there is no "one size fits all" solution when it comes to developing a client's financial plan*. We conduct an in-depth analysis of all aspects of our clients' finances including income, expenses, assets, insurance, taxes and current investments*.
- Whether it's a financial decision concerning retirement, an inheritance, or windfall, we use our extensive tax knowledge to help our clients make financial decisions while minimizing taxes
- We strive to communicate frequently, proactively, and in a manner that each client is best able to understand their situation, our advice, and the reasons behind our advice.
- During business hours a well trained staff member, not a machine, answers the telephone. We strive to answer most of your questions immediately, or within 24 hours.
- We believe there is more to a client relationship than just numbers. We hold various social and financial related events throughout the year so that we can get to know our clients on a professional and social level.
- Juliann and Stan specialize in pre-retirement income planning and, upon the client's retirement, they are adept in assisting them with the transition from their company plan to their personal retirement plan.
- We seek to instill peace of mind in our clients throughout the Wealth Management process.
- We have established a Client Advisory Board comprised of a cross section of our client base. The group meets with us several times a year to act as a sounding board for ideas regarding our client events, marketing ideas and to offer comments and suggestions on our level of service.
- We provide advice that is second to none in our industry. We take pride in the fact that the majority of our new clients are financial referrals from our existing clients who are not only satisfied, but motivated by our high level of service to tell their friends, business associates and family members about our practice.
*These services are offered by Juliann Longhi and Stanley B. Warner, III through their affiliation with H.D. Vest Investment Servicessm.