What Do You Want?
We’re about creating solutions, not about selling products. Solutions built around you, and for you and your family. Solutions that can help change and secure your financial future. Below are five questions to ponder and answers that just might be the key to helping you achieve the financial future you envision.
Are you looking for a truly personal client–advisor relationship?
Vision 360 was born out of a motivation and determination to redefine client relationships and how you’ll work with your advisor. As your concierge investment advisor representative, we’re truly here to help serve your needs, and take immense pride in being accessible.
Are you focused on just your money or on your lifestyle?
As our name implies, Vision 360 strives to consider everything in your circle of concern: investment management, insurance, taxation, philanthropic initiatives, along with trust and legacy planning. All of these can affect your long- and short-term goals.
Are you more averse to risk or to loss?
We discovered the question is a game changer. Most of us think risk is the problem we want to avoid. But, in fact, it’s loss. Together we’ll create a balance you are comfortable with.
Would you prefer an economic and market newsletter or cocktail seminar?
Investor Education is a lively part of our service. In addition to a standard newsletter, we have educational social get-togethers. We find this kind of setting can be more comfortable and enjoyable.
Is having a personal cell number for your advisor important?
“My cell number is my only number and on my business card. I’m here for you, 24/7.”
— Kimberly Philbin, Partner