Why We Do It
A couple entered our office recently, unannounced. The husband handled me an envelope containing a handwritten note. His wife reached out and expressed her thankfulness with a hug and a “Thank-you”.
We see our purpose as advocates; looking out for the best interests of those we serve, especially when clients may not have a full understanding of what those best interests may be. The experience of time and seeing how family and economics play out, helps our team to project the future possible outcomes a client may never have anticipated themselves.
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As the firm’s leader, Mark Bertrang remembers the moment during a difficult time in his life, when someone placed their hand on his shoulder and asked, “How are you doing?” Our job is to emulate that very same caring for those we serve, by asking “How are you doing and how can we help?”
We try to limit frustration.
As technology takes over more and more of our daily lives, many feel left behind, not knowing where to turn for sound advice, for consul, or for the comfort of knowing whether they’re even headed in the right direction.
We try to take that frustration away from clients and place on it ourselves instead, as we go to bat for those who are dealing with large impersonal companies, long-distance telephone service representatives or the bureaucracy and the overflowing paperwork that gets in the way of trying to succeed in today’s world of too much misinformation and seemingly limitless choices. Our hope is to provide clarity.
We also try to eliminate uncertainty.
As the creator of the Financialoscopy®, Mark Bertrang understands the need for the details to get the job done; and as the author of “Investments Don’t Hug, Embracing the life insurance asset” Mark also focuses on planning for the worst possible outcomes, if they should happen.
We recognize the road less traveled. We have walked it. We understand the hills and valleys, the variety of possible forks in the road, along with the frustrating roadblocks that can be encountered along the way.
We are here to assist others in preparing to live their fullest life possible now and into the future, in the same way that we would want to prepare for ourselves.