There are only two ways for someone in the financial services business to help his/her clients. The first is to introduce different financial products in hopes of earning a higher rate of return, almost always requiring more risk. The second is to help people become more financially efficient.
Which methodology have you been employing to date?
Halcyon Financial Partners has a unique approach in that we help people find money they are losing unknowingly and unnecessarily. We help our clients become more financially efficient.
We believe there is more opportunity in helping our clients eliminate the losses than there is in solely trying to pick the winners.