At Descant Financial Partners, most of our clients are busy, financially comfortable people who desire to simplify their lives today and provide wisely for tomorrow. They are individuals or couples, widows or widowers, and even families comprising more than one generation. Though our clients all possess unique goals and abilities, there is one common thread among them: They desire to build a long-term, trusting relationship with an advisor who can help contribute to their overall financial well-being and that of their family.
In general, our clients:
- Prefer a conservative-to-moderate approach to financial risk, an approach geared more to preserving their assets and achieving their goals than chasing the latest market trend.
- Desire to spend their time on their families, careers and interests rather than on the complexities of personal finance.
- Envision a retirement lifestyle that is financially independent and personally fulfilling, but want professional guidance on how to get there.
- Seek long-term relationships with their financial advisors.
Our clients value our expertise and believe in the genuineness of our commitment to them. Most of them were introduced to us by other clients or by other professional advisors. We value these introductions and recognize the high level of confidence they reflect.
Above all, our clients have goals and hopes for the future. They want to make sound short- and long-term financial decisions for themselves and their families. They care about their communities and about making the world a better place. We are proud to be their partners in pursuing their goals and we would welcome the chance to be your partner as well.
Things may come to those who wait, but only the things left by those who act.