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