Few financial advisors dig as deep as our founder, Andre Marshall, does when he works with clients. With 30 years of experience in the financial industry, Andre has developed a total picture planning tool he has called The Financial Guardian Wealth Strategy.
Our advantage lies in our sheer dedication to our clients and their goals. We ask the hard-hitting questions, like:
- What has to happen in the next three years for you to be happy with your progress financially, personally, and professionally?
- What dangers or obstacles may prevent you from achieving those goals?
- What are the opportunities that you are excited about in the next three years?
- What are some of your natural strengths and abilities?
Through these questions, we are able to get a strong understanding of what you need to succeed and develop plans accordingly. The relationships we foster with clients are everything to us and we want to be there for you throughout every step of your financial journey. Contact us today to learn more.