Communicate and Coordinate
Capacity to communicate and coordinate
There is more to wealth management than offering technical expertise about the wide range of financial issues and opportunities before our clients. Therefore, McKinley Carter advisors are also trained to:
Understand as much about each client's personal situation, values, interests, and ambitions as they are comfortable sharing with us and to constantly assess how such personal considerations evolve over time and are affected by financial concerns.
Educate clients about the full range of financial issues and opportunities before them, because the more our clients understand about their financial situation, the more we can do to help them take whatever actions are needed to grow and protect their money.
Design and facilitate strategies that clients, family members, business partners, advisors, and/or others need to take to produce the best possible financial future for our clients.
Continue reading to learn more about the third component of effective Wealth Management:
Sensible, flexible fee structure