Methodology
Who's in Charge? If It's Not You, It Won't Work.
There is one constant in life–Change.
In life very little will turn out as expected. How do you plan decades into the future with any degree of reliability? In fact, one could argue that uncertainty is the very reason not to plan.
Unless you can see enough scenarios in a short period of time, planning probably is useless. Working off of paper can't achieve this result. Our planning process, Prosprus™, was designed to solve this dilemma. With Prosprus™ we are able to model, almost instantly, many of the scenarios that could test the ability of the financial plan to withstand the pressures an unknown future can bring. The result is a realistic range of planning possibilities that places our clients squarely in control of the process.
We Design a Blueprint for Your Financial Future.
We believe financial planning is the starting point on the journey to financial freedom. Just as someone wishing to build their dream home would begin by hiring an architect who would create a blueprint, someone desiring to achieve their financial dreams should begin by having a financial planner assist them in constructing a plan. In creating a financial plan we work side by side with our clients and their advisors to suggest avenues to realizing their dreams. This involves exploring many options until the preferred choice has surfaced. Our process does not dictate to a client the "best" way to achieve success. We illustrate many alternatives and then allow our clients to tell us which path fits them best. Then we create a list of recommendations that will accomplish our clients' goals.
Our Follow-Through Makes the Difference.
At this point many financial planners have completed their job. At Smith, Frank & Partners we have only reached the midpoint in our process. We then drive the implementation process to completion. This assures that our clients not only know what the preferred path is, but also have a trusted advisor to help them down that road. If that road involves estate planning, asset management, risk management, or any of a number of other planning areas, we make sure our clients follow through to completion. This helps assure that our clients' lives are changed for the better.
Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC
Investment Advisory Services offered solely through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor
Smith, Frank & Partners, LLC is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.
NFP Securities, Inc. does not offer legal or tax advice.
Using diversification as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.
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