Guidance with finances is something that many people seek, especially as they start to build the number of investments that they have and the overall amounts of money that they have. While guidance and knowledge are what people want, very few people feel comfortable enough to work with financial advisors. Soren T. Christensen, founder of Advanced Wealth Advisors, saw what challenges individuals were coming across, and that knowledge and experience is how his firm came about.
After years of working in the industry, Soren realized that in order to provide the financial services that he truly wanted to provide, the way that he wanted to provide them, he would need to start his own financial firm. And that’s exactly what he’s done. Working with the financial advisors at Advanced Wealth Advisors will likely be different from any other experience that you’ve had. Today’s blog is going to cover a few of the ways that you can count on our financial advisors being different from others.
Honesty & Transparency
Allowing for someone to work closely with your finances is difficult. It requires a relationship and an underlying trust. This is something that we make extreme efforts to do right out of the gate. Through honest and transparent communication, we are able to work with you to set a goal, make strides and create a long-term picture of your finances.
As we continue to work with you, we will have an open form of communication so that you can always know where your finances are and what is being done each and every time that we work with you. Communication is a major part of having a good relationship, and that is a component of working with us that you’ll be able to see the difference in, immediately.
Aside from that, you can always count on our team, to be honest with you. If there is a better opportunity for you in terms of how we’re working with your finances, you can count on us to be the first ones to point it out. Your financial success and happiness is our top priority. We’ll always guide you as best as we can so that you’re able to achieve that, which leads us to our next point.
No two individuals’ finances, goals, plans or circumstances are going to be the exact same, so why would we treat them as if they are? That’s something that you can always expect here at Advanced Wealth Advisors. As a client focused company, we are always tailoring our advice and our actions to the individual that we’re working with. This close and personal relationship is one of the main reasons that so many people have trusted our team to work with their finances.
Whether it’s a strategy that you’re looking to have created, guidance with investments that you need, or any other assistance tied to your finances that you need, we’re always going to be the team to provide you with the answers tailored directly to you. As a whole, this is something that you truly can’t put a price on.
If you’re ready for answers that are tailored to you and your needs, then it is certainly time to work with a group of financial advisors that are willing to prioritize you as the client, instead of just the finances that are in the mix.
Expertise & Experience
Something that you’re always going to want when working with a professional is to know that they have experience in the industry. Soren Christensen has over 12 years of experience in the industry and is a Certified Financial Planner™ professional and a Chartered Financial Consultant®. Regardless of who you are working with here at Advanced Wealth Advisors, you will always have experience and expertise in your corner.
With years in the industry, we have been able to continue to develop our knowledge, experience a wide range of scenarios and so many things in between. That being said, the types of experiences that we’ve acquired over the years have only helped us improve the experience that we’re able to create for our clients. In the instance that we aren’t able to figure something out right off the bat, we’ve learned that creativity and hard work can get us the results that we want, and we’ll get there.
The most important thing to remember is that having someone that is experienced and knowledgeable is always going to be a staple part of what you want when you’re looking for a financial advisor. It would be a challenge to find a group of individuals that are more driven and hardworking than we are, and we stand by that statement. You’ll see when you start working with us just how different the energy and time that we spend working together feels. Which is exactly why expertise and experience are such a crucial part of the way that we approach financial services.
At the end of the day, we aren’t in just the finance business, we are in the people business. We love our jobs because we’re able to work with individuals and provide them with everything we can to help them find financial success. One of the things that many businesses lack these days is the ability to provide high-quality customer service, and that’s why we’ve made it one of our main pillars.
Whether it’s a question that comes up or some additional time that you need to truly understand the strategy that we’ve created, we will always be there for you when you need us. Our team is always an email or a call away, and from there you can guarantee that you will always be heard.
The individuals we work with become friends and family, and we want nothing more than to provide the absolute best for them. Aside from these items that we’ve mentioned in the blog post, the experience of working with a financial advisor and the results of having that guidance is another benefit that you’ll reap. As a whole, each of these pieces works together to create a unique type of financial firm, and we love it.
If you’re ready for an experience that you can count on being a great one, it’s time to reach out to Advanced Wealth Advisors. Our team is extremely dedicated to providing the Naples area with the highest quality of financial guidance and service that they could get. Contact us today and our team will assist you in finding the right strategy towards achieving your goals and getting your finances straightened out.
Make sure to check out the additional blogs that we have. Each post will provide you with additional information to optimize your finances and get to the place you want to be. There is a range of topics, so you’re sure to find something that you’ll benefit from. Make sure to keep up with it, as we’re constantly adding to the selection of posts.