Atchison Wealth Team
I have always believed that clients deserve a number of benefits from their relationship with their financial advisor; most importantly is the continued development of implicit trust. You have to know that your advisor cares about you, your family, and your goals. That’s what is so rewarding about being able to guide my clients toward their lifelong dreams. Through every crucial decision I recommend to my clients, I always ask myself if this would be the same prudent financial advice I would want for myself or for my own family members.
The world of investment planning and management is very complicated and often times feels overwhelming through the ups and downs of the market. One great opportunity provided by this complexity is that, with great diligence and planning, we can construct customized solutions for every family and individual. Also, Southwestern Investment Group is an INDEPENDENT firm which I believe is very important. That means that we are not obligated or “encouraged” to sell any proprietary products to our clients. This allows me to sit on the same side of the table as my clients, to help them find the investments that are in their best interest, not mine.
I strive every day to uphold the highest integrity and to keep the heart of a teacher through and through. If you, a friend, or a family member would like to sit down and discuss your financial plan, I would be blessed and happy to serve you!