Value Added

Value Added

Value Added Services Provided by the Professionals at Hometown Investments & Insurance Services, LLC.:

  • Performing due diligence on a wide variety of products
  • Assisting clients with a financial plan that can change with a car accident, a death, a birth, a marriage, a divorce, or a myriad of other things
  • Keeping clients "balanced, yet flexible" in response to constantly changing markets
  • Educating clients about opportunities and risks
  • Helping clients to realize what they can comfortably spend
  • Coaching clients through difficult decisions
  • Staying current on industry trends so that you don't have to
  • Dealing with complexity
  • Helping clients really know what they own
  • Setting and re-setting realistic expectations
  • Explaining money and wealth to your family
  • Helping spouses align their expectations
  • Revealing the real fees and costs to financial products
  • Helping clients overcome procrastination
  • Helping business owners create wealth uncorrelated with their day-to-day business
  • Helping highly skilled professionals enjoy liquidity earlier in their lives
  • Explaining the importance of international exposure
  • Spotting the real risks and possible negative consequences that could hit a family's finances
  • Helping clients understand financial markets and guide them accordingly
  • Deciding if managed money or discretionary stock picking is better suited for you