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psawyer@barnumfg.com
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How We Work with Clients

Our mission is to help educate and inform our clients so they can make proactive decisions to improve their financial outcomes. From the start, we hope to build a trusted relationship in which we help guide our clients through the many financial decisions they encounter in life.


  1. We start each client relationship with a no cost strategic overview of your financial picture along with some high-level thoughts and insight. This acts as the foundation and framework for the recommendations and strategy’s we suggest.

 

We know that each client has their own unique set of goals and circumstances, therefore, we ultimately work with our clients in two different ways.


  1. Implementation of Recommendations:

    If you decide to implement any of the strategies we suggest to you with our firm, we are compensated on a commission-basis from the products and solutions you implement with us. 

 

  1. Financial Plan:

    We can put together a holistic financial plan. We charge a fee for this plan, with that fee you also get our service, support, and guidance. With the plan, we present you can choose to have us handle the implementation, or you have the option to take the plan elsewhere and implement with another firm of your choice.


In both cases, our goal is to offer the highest level of financial advice and service as to create a lasting relationship with each client.

 

The Staples of our Client Engagement

  1. No up-front planning fee: The initial meeting gives you the opportunity to determine if our ideas and personalities are a fit.
  2. The two ways we get paid for our work:
    1. Compensated through the implementation of products and services.
    2. Establish a financial planning agreement in which client pays a fee for the plan and on-going advice and guidance.
  3. High level of ongoing financial advice and service to create lasting relationship

 

We want to be as transparent as possible and make sure every client is clear on the engagement and expectations.  We know working with a financial planner isn’t a decision to be taken lightly and we truly appreciate the opportunity.