I’m Brad Hunter.
As I begin my 18th year as a financial advisor I am reminded that in October 2007 I passed my certifications to become a financial advisor in the same month as I became a parent. I choose to highlight this because not only is my oldest son Joe growing up fast, but so am I, and so are my clients.
Relationships of 17 years or more cannot last without a few key ingredients. Clients who have chosen me as their financial advisor have done so I believe for 2 reasons. First, they are confident in my expertise. However and more importantly, they receive a personal relationship in the delivery of that expertise.
When helping plan for retirement, create college funding models for their children, buy or sell a business my clients receive more than just a quarterly statement or phone call. I prefer to meet regularly in person at the location of their choosing. I ask questions so that clients can speak and so that I can listen.
These are just a few ways I have chosen to craft my financial services practice over 17 years --and I could not have that level of independence my clients demand without the relationship model Fiduciary Financial Advisors have created.
Let's meet over a meal or cup of coffee to discuss what is most important to you. Chances are we will have plenty to talk about.
