The ways we stand out

Finding the right advisory team to serve as your trusted partner is essential for your financial independence and well-being. Here are some ways we stand out – reasons why you should give serious consideration to Creekstone Financial.

We serve as a voice of reason during emotional decision-making times

We acknowledge and respect our clients’ emotional influence over their financial matters, and exist to help guide them in making sound decisions that extend well beyond just their investments. We coach them through the challenging times and important transitions in their lives.

We leverage the tools of the firm for the benefit of our clients

Due to our affiliation with Raymond James, we have access to the resources of one of the largest independent financial services firms in America. We regularly participate in introducing new tools and technologies so our clients can benefit from the latest enhancements as soon as they are available.

We respect our clients’ time

Our disciplined meeting regimen helps ensure time efficiency, and that our meetings make progress toward goals and address each client’s specific issues. Action plans are developed at the conclusion of our meetings to ensure all parties are in agreement on what steps to take next. These plans are then archived so that our follow-up can be tracked and the tasks fully completed.

We respect our clients’ privacy

We assure discretion and confidentiality with all our client discussions and documents. This is something of even greater importance to clients who are going through emotional and sensitive events, such as divorce, the death of a spouse, or even selling a family business.

We emphasize comprehensive education and solutions

The holistic financial guidance we offer includes enhancing our clients’ knowledge of important financial matters. During each quarterly meeting, we focus on a different educational topic. They include asset management (investments, trends, market outlook); risk management (life insurance, health insurance); liability management (credit cards, mortgage reviews, identity theft); and legacy planning (will updates, college savings, trust administration).

We are transparent, accountable and accessible

We publish our cost matrix each year in a simple chart, so our clients know exactly what they pay. We have candid communications regarding expectations that clients have of our team and we have of our clients. We are always accessible to our clients and encourage them to call us whenever they have a question, issue or request. Our goal is to respond within 24 hours, if not sooner.

Service is engrained in our culture

Our mission is to anticipate our clients’ unexpressed needs, to meet or exceed their expectations and to deliver an exceptional client experience. This is why we get up in the morning: to be able to serve our clients.