LOOKING THE PART

Alex Vassey, a CERTIFIED FINANCIAL PLANNER™ at Vassey Financial Planning & Investments. With systematic planning and proven strategies, Alex Vassey helps families prepare for all stages of life from college savings accounts, to funding a busy and vital retirement, to handling long term care insurance needs. You can reach Alex via email at Alex@vasseyfpi.com or at his office, located at 140 Bountyland Road, Seneca, SC 29672.

Alex Vassey is a CERTIFIED FINANCIAL PLANNER™ professional at Vassey Financial Planning & Investments. With systematic planning and proven strategies, Alex helps families prepare for all stages of life from college savings accounts, to funding a busy and vital retirement, to handling long term care insurance needs. You can reach Alex via email at Alex@vasseyfpi.com or at his office, located at 140 Bountyland Road, Seneca, SC 29672.

I was once told by a salesperson that you should never let a prospect out of your office without signing paperwork. He followed by saying that once a person leaves they usually don’t come back. This was early in my career so I didn’t have much of a response to that but I can confidently say he was wrong. People don’t want to be sold on something and especially not from someone they just met. People want guidance from someone trustworthy. People want questions answered and a conversation during tumultuous times. People want a person, not a salesperson, to call when they need advice. When they find that person, they usually know it.

Another person said I needed a luxury car and should wear a suit so I could look the part. I’m still not sure what role he wanted me to play. My role is to offer clients my expertise and share my knowledge. So when I walk out the door of my hundred-year-old house with crooked floors, wearing my Target polo or clearance JoS. A. Bank clothes and when my 15-year-old SUV stumbles a bit at Miracle Circle, I thank God for allowing me to work with all the clients I have. I’m confident that the money clients pay me for my services is valued and spent wisely.

Deciding who you want to work with as an investment advisor or financial planner is an important decision. Sometimes figuring out where to eat dinner takes people longer than deciding if you want to work with a particular advisor. And there are only SO many places to eat in Seneca! In all seriousness, choose carefully. Consider long term plans an advisor might have. Will they be there 20-30 years down the road? What education or qualifications to they have that allow them to offer advice? Do they just look the part or are they the real character? Make the decision on your time and if you feel pressured, take a step back.

Written by Alex Vassey, a CERTIFIED FINANCIAL PLANNER™ at Vassey Financial Planning & Investments. With systematic planning and proven strategies, Alex Vassey helps families prepare for all stages of life from college savings accounts, to funding a busy and vital retirement, to handling long term care insurance needs. You can reach Alex via email at Alex@vasseyfpi.com or at his office, located at 140 Bountyland Road, Seneca, SC 29672.

All rights reserved. This communication is strictly intended for individuals residing in the states of AL, AZ, FL, GA, IL, MA, MO, NC, NH, NM, SC, TN, TX, VA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC , a Registered Investment Adviser. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the flame logo in the U.S.A. Privacy Policy – Copyright © 2017 | Vassey Financial Planning & Investments | SENECA OFFICE: 140 BOUNTYLAND RD., SENECA, SC 29672 | 864.718.0600

 

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s