Owner, Wealth And Estate Management
CurrentAt The Difference my team’s philosophy is simple – “To make a difference in the lives of others”.We achieve this by putting our clients first. Carefully listening to their goals and concerns helps us understand what is important to their family. We then work together to co-create a wealth and estate plan that is tailored just for them. Over the years in this industry, I grew frustrated with what I saw as inherent flaws in the traditional industry models. Institutions putting shareholders’ interests ahead of clients’ to insure they make LARGE quarterly profits! Their emphasis was on selling their products over what was best for the client’s family. We put our clients first, we provide a variety of options and solutions to protect their family wealth and healthcare regardless of what life brings; solutions that bring them peace of mind and that allow them to sleep well at night. At The Difference we use cli/INTEL a proven client focused process which captures and organizes the client’s current financial position, healthcare coverage, goals and concerns or “client-intel” as we say. Once complete the cli/INTEL file allows clients to easily review their current healthcare and wealth condition, their goals and concerns, and allows them to make informed decisions based on this information. cli/INTEL allows us to tailor a plan that will deliver achievable outcomes.Our focus is on your family. Our focus is on providing simplified solutions and unique options for your family. Our resources are highly qualified with extensive experience, they will partner with us to provide options which are not always accessible to most of the retail market. Come see what “The Difference” is starting with an introductory meeting. Come see how important you really are! Brad Brad.Dickson@thedifferencemgt.com 705.794.2104