What you can expect
Best Interest Financial has earned a strong reputation for listening to our clients’ needs and delivering the best solution to meet or exceed them. In working with our team of retirement specialists, you can expect to be heard and to be treated the way we expect our family to be treated.
We are proud of the reputation that Best Interest Financial has created and maintained since inception more than a decade ago. We believe that each individual is truly that – an individual. There is no cookie cutter plan or one size that truly fits all, and we embrace this fact.
Every time we meet, you will have our undivided attention. We listen intently to everything you say so as not to negate any important pieces of your unique situation, no matter how minute they may seem. We do this not only out of respect for you and your time, but also so that we can create the most comprehensive plan possible to cover all the bases associated with your goal.
After meeting you, we will design a strategy that is as unique as you are to get you to your goal in the way that optimizes the efficiency and efficacy of your hard-earned dollars. Once we have created your personal strategy, we will meet again to not only present you with your strategy, but to educate you as to the purpose and function of each piece of the plan. It is our belief that you should not only have a plan and act on it, but that you also understand how the pieces fit.
After becoming a client, you can rest assured that you will not fall by the wayside. Your adviser is never more than a phone call away.
Keep in mind that we are here not only to serve you, but also to help those you may leave behind. We gladly walk surviving spouses and family members through what needs to be done in settling your estate. The loss of a loved one is hard, we would like the opportunity to do our part.
If you are looking for a retirement specialist that treats you as a member of the family rather than just a number, then Best Interest Financial is your home.