Here’s a story of a man who started as a financial advisor in 1996. He worked for one of those “big box” financial institutions.
At first, things looked pretty good. He worked for a well-known company. And he loved helping people with their retirement.
That was the good news.
He found it odd that somebody from Des Moines (and then Minneapolis followed by San Francisco) was telling him what his clients needed “so we could fill our sales quotas”. And he got fed up with a number of other concerns, including. . .
- During every review, while he was still beating his goals, he was constantly told to push the “home team products”.
- The number of options available to his clients was extremely limited.
- He was surrounded by unethical people (his former boss went to prison for three years and is banned from being a financial advisor).
- He managed 900 households. Alone. No assistant. Working 12-16 hours a day (including weekends).
Eventually, that man, Craig Adamson, decided enough was enough. On October 13, 2000, in a spare bedroom of his house, Craig launched Adamson Financial Planning. Sixteen years later, AFP evolved into TrueWealth Stewardship.
Now, instead of working with a financial advisor whose motivation is at best limited and at worse questionable, TrueWealth Stewardship clients understand what it’s like to work with a partner whose only purpose is to help you gain “true wealth”.
What’s your definition of true wealth?
The answer, we believe, is the secret to living a full and meaningful life. As a result, we seek to help our clients define what true wealth means to them.
Once defined, we create a holistic financial plan that aligns with your specific goals and objectives. We do this by taking our clients through our “IDEA™” process.
In our role as Stewards, we offer tailored strategies and personalized advice as our clients begin the life-long journey towards their experience of True Wealth.
Are you actively seeking a professional partner to assist in the management of your financial resources?