You may be surprised to hear that many financial advisors have made a conscious decision to underserve their clients. By only addressing one component of a client’s financial well-being (less work for the advisor) they leave clients on their own to answer a myriad of important questions that will directly impact their financial success. A football analogy is useful here: If the players on a football team head out onto the field with only one coach, the Offensive Coordinator, they may score some points but probably not win the game. To win the game, a team needs a great offense for sure, but it also needs a great defense and a great game plan/strategy to execute. Many financial advisors are the equivalent of an Offensive Coordinator. They manage money but do little else, really. In my office, we have intentionally chosen to do world class Offensive, Defensive, and Strategic Planning for our clients to give them the very best chance of living life on their own terms.Clients often come to me because they know they must plan for the future, but they’re not sure where to start. They ask questions including:● Will I be able to retire when I want to?● How can I avoid estate taxes?● Are there more tax-efficient ways to manage my money?● Are my investments too aggressive or too conservative for my circumstances?● Am I paying too much in fees?● What kind of retirement plan will get me the biggest tax deduction?● Do I need a trust?● Am I invested in the right things?To maintain outstanding service, we take on a limited number of new relationships each year…people whose lives we feel we can positively, meaningfully impact. We welcome the opportunity to meet with you and hear your story. To get started today, call me at 970-376-3511 or sent email to ken@elevatecapitaladvisors.com.