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ABOUT

WHO IS A TYPICAL CLIENT?

There is no such thing as a "typical client", everyone is different and their financial needs are different.  Whether you're a couple that's planning for your retirement years, a business owner, or a divorced or widowed individual whose spouse handled all of the finances throughout your relationship, Renaissance Advisory Group is prepared to offer the individual guidance and personalized service you need to secure your financial future.

HOW MUCH MONEY DO I NEED TO START?

We do not place minimum account values on any new client.  After our free initial consultation, we will both decide if it's the right fit.

WHAT IS A REGISTERED INVESTMENT ADVISOR?

Regiistered Investment Advisorys (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs.  Because these advisorys are independent, they are not tied to any particular family of funds or investment products.  As fiduciaries, RIAs are held to the highest standard of care - and are required to act in the best interests of their clients at all times.  They are registered with either the Securities and Exchange Commission or state securities regulators.

Many RIAs provide advice and services for a fee based on a percentage of client assets.

FIVE BENEFITS OF AN INDEPENDENT ADVISOR

  1. Get advice based on what's best for you.
  2. Gain a relationship that's responsive, attentive and personal.
  3. Understand exactly what you are paying for, comlete transparency.
  4. Gain advice suited to your complex financial needs.
  5. Your money is held by an independent custodian, not the advisor firm.

WHAT IS FINANCIAL PLANNING AND WHY DO I NEED IT?

Think about all the uncertainties in regards to financial and insurance topics in your life.  Now, imagine having all those uncertainties identified and planned out into actionable steps.  And on top of that, you now have someone to "coach" you through this process and be there every step of the way.  Whether you are in your twenties or thirties and want to build the proper foundation, or you are in your sixties and preparing for retirement.  A financial plan is what you need.  Having a financial plan will give you even more confidence to help you achieve both your personald and financial goals.