Many clients worry about “taking up too much of our time.” Please don’t! We value our relationships and see you as a partner in working toward your financial goals. Staying connected is valuable for us to offer helpful guidance because life is full of changes – new careers, families, education expenses, businesses, homes, health challenges, inheritances – and these events can significantly affect your financial strategy.
We believe that achieving your long-term goals requires a collaborative effort. It’s not a one-time event, but rather an ongoing process that evolves as your life changes and the world around us shifts. That’s why regular communication is so crucial.
We understand that life gets busy, and financial matters can sometimes take a backseat. Here’s why staying in touch with us can be beneficial:
- 1. Life Changes, and So Can Your Portfolio: Major life events can cause the need to adjust your investments, impacting everything from retirement planning and gifting strategies to beneficiary designations and investment allocation. Staying in touch allows us to proactively discuss these adjustments, exploring strategies for tax management and portfolio refinement, including beneficiary updates.
- 2. Markets Fluctuate, and Your Comfort Level Matters: Market swings are normal but can cause anxiety. Regular communication allows us to address your concerns and review your portfolio in context. We can discuss strategies for keeping perspective and avoid emotional decisions that could jeopardize your long-term goals.
- 3. We’re Your Trusted Advisors: We’re here to provide guidance and support as you pursue your financial goals. We want to understand your goals, your challenges, and your complete financial picture. By keeping us informed, you help us give personalized, timely insights relevant to your unique circumstances.
How to Stay Connected:
We value our annual comprehensive reviews, as they provide dedicated time for in-depth discussions about your portfolio and goals. However, we encourage ongoing communication – whenever you have a question, experience a life change, or want to discuss your financial outlook. Whether it’s a quick email, a call to (402) 991-3388, or a meeting, we’re here to support you.
We look forward to hearing from you and continuing to work together toward your financial goals.
Disclaimer: This article is for informational purposes only and does not constitute personalized financial advice. Consult with a qualified financial advisor before making any investment decisions.
Eric Ball, CFA
Managing Director & Chief Investment Officer
America First Investment Advisors, LLC
Omaha, Nebraska
This post expresses the views of the author as of the date of publication. America First Investment Advisors has no obligation to update the information in it. Be aware that past performance is no indication of future performance, and that wherever there is the potential for profit there is also the possibility of loss.
