What do you value? It’s an important question. Do you value becoming debt free, retiring early to pursue other interests and passions, or passing on an inheritance to your heirs? We all value different things, and what we do, whether we realize it or not, is make decisions on a daily basis in pursuit of what we value. The financial markets are a very useful tool in helping us achieve these goals, but with investments, comes a persistent element of uncertainty. This future uncertainty can cause us fear because it threatens what we value most and what we have worked so hard for. So what do we do about it? We look for guidance.
As a financial advisor, my primary goal is to create a personal advisory relationship to influence the decisions my client’s make in a positive way, which will not guarantee, but will put them in the best possible position to achieve what they value in life. Financial services simply fall within this larger purpose. This is what I value as an advisor, and my firm is a reflection of how I can best deliver that to you. I value lifelong friendships and relationships where I can truly get to know someone over the years and better understand what they want to accomplish. I value independence and objectivity, which is why Shrader Wealth Advisors is structured as a boutique private company. I’ll meet you at my office, your office, your home, or the coffee shop. If we value the same things….let’s start a conversation. I’d love to get to know you.