We believe financial well-being is based on 4 important subjects
- Cash Flow Management
- Investment Positioning
- Tax Planning
- Estate Preservation
When we work with clients we take each of these four things into careful consideration. When any of the four foundations are out of balance you are likely experiencing some form of anxiety. We want to bring order and balance to these foundations. Everything we talk about is based upon that goal, because when you have these four things in balance you and your family can begin taking steps toward making dreams a reality.
Our initial consultation is a complimentary meeting, lasting up to 1 hour.
This is your chance to get to know our family and for us to get to know you. We want to see if we can find a solution to your financial problem. During this meeting, you should feel free to ask anything about Fike Advisors’ coaching process, investment experience, or any other financial or investment questions you may have. We will have a series of questions for you as well. During our conversation, we will explain how we coach and what your costs might be going forward.
There seems to be this incredible myth that creating wealth thru investments in stocks and bonds is an extremely difficult task. There are three basic principles an investor should heed.
- Own Equities
The biggest question when working with a financial advisor is usually “How do you get paid?”
This is such an important question because more often than not this is never made clear to clients by other advisors.
There are three common ways a financial professional can be paid:
- Assets Under Management Fee
- Hourly Fee