What’s your relationship with your financial future?
What does it mean to secure your future wisely? It means having the desire and fortitude to plan for the worst, hope for the best, and prepare to be surprised. It means working with trusted advisors who have a long and productive track record of nurturing the delicate relationship that must occur between client and advisor so that the client’s real behaviors and motivations come to the table to allow a frank discussion about investments, spending, financial planning, and retirement planning.
Since 1995, Brian Loy, CFA, CFP has developed a reputation as one of northern Nevada’s most respected financial advisors because of his trustworthy and sincere manner, his successful asset allocation process, his penchant for enduring relationships, and an approach that is in many ways analagous to the way a physician treats his patients: tell me where it hurts, and I’ll tell you how I can help. To that end, Mr. Loy and his director of investments and client relations, Kirstin Griffin, help hundreds of fiscally-minded clients in northern Nevada and beyond to preserve capital in challenging times, invest with confidence, and plan to secure their futures…wisely.
We welcome the opportunity to sit down with you for some Sage advice today.