By investing time in understanding our clients’ life dreams and financial goals, we will provide customized strategies, straightforward advice, and attentive service, building trusting long-lasting relationships that emphasize our clients’ legacy plans.
Legacy is a powerful word, and can stir up wide-ranging emotions, thoughts, and even definitions.
At Riverbend Financial Group, our Legacy philosophy starts with getting to know each client on a personal level, and understanding each clients’ life dreams and financial goals.
From there, we speak with candor and care, helping design legacies that clients’ are comfortable with, taking into account financial goals, family dynamics, and other areas of impact.
We treat the legacy gift each client wants to give his loved ones with the utmost respect and regard, and are honored to be a part of the legacy gift-giving process.
- In providing customized strategic financial advice that is well-versed in the latest laws, rules and regulations, and tailored to each clients’ unique circumstances.
- That conversations are best when they are honest and straight-forward, combining candor with care.
- In excellence and, as a team, we hold each other accountable to deliver the best advice and service.
- In timeliness and responding to each of our clients’ requests with a sense of urgency.
- Financial freedom should enhance our clients’ lives.