Broadhurst Financial Advisors comprehensive process pulls your financial plan together. Working alongside you, we provide total wealth management to simplify your finances. Our process eliminates the problems that can occur when you must manage multiple advisors. We don't promise quick answers or easy solutions. Instead, we offer a prudent process with a long-term focus that allows you to meet life's most important goals. Our process includes:
How do we understand your needs, concerns, hopes and dreams?
With our process, we take the time to understand what matters to you, and then design solutions around your preferances and goals.
How do we develop and implement an investment plan that is "right" for you?
With our process, your investment strategy goes hand-in-hand with your tax strategy, which can add significantly to your after-tax return.
After we've agreed upon and established your investment plan, we begin to discuss and implement your wealth management plan. We draw a detailed road map to help you get where you achieve all that is most important to you. This part of the process includes ongoing consultation:
With our process, the unique wealth management solutions we provide can significantly add value, save you money, lower stress, reduce taxes and avoid expensive mistakes. We help you make smart financial decisions.