We’re often asked what advantages Reilly Financial Advisors offers Aramcons over investment management companies like Vanguard or Fidelity.
RFA is a full-service, client-focused, Financial Advisor, not just an investment management company. Investment management companies handle accounts. RFA helps Aramcons learn how to take control of their financial future. Investment management companies rarely offer account holders help defining the context within which individual financial decisions should be made. We make that critical consideration the centerpiece of our relationship with every RFA client.
We build and manage our client’s investment portfolios on the basis of a shared understanding of their unique, individual financial needs. Those needs include more than just an annual rate-of-return that could beat a popular index. They include all of the other financial challenges you may be dealing with at any particular point in time. We provide 30-years of experience helping Aramcons with their special needs and unique opportunities.
We view effective financial management as a broad, but essential, service that considers immediate priorities, longer-term goals, and even lifelong dreams. Financial management with RFA provides a clear indication of how one financial decision could impact all the others you may be considering. That provides enhanced personal control and better results.
Our comprehensive service includes retirement planning, individual money management, tax consultation and preparation, and financial foundation analysis. We also provide Aramcons direct access to expertise on a broad spectrum of specialized concerns from a team of accredited financial professionals. Our goal is to help our Aramcon clients successfully navigate the path to personal financial stability over 20 to 30 years or more, not just until next quarter’s performance summary arrives.
We offer our fee-only services at price points that provide value far beyond the associated cost. Our client retention rate over 30 years serves as testimony to that proposition. We look forward to helping you take control of your financial future.
For more information about Creative Planning, please visit our website. You may view our disclosures here.