You have probably come here with several questions on your mind:
Question 1: Who is Titan Financial Associates, and can I trust them?
We feel so strongly that you want a financial professional that is really going to look out for your best interests that we invented an acronym for it: LOFOBI!
You might say that this is a trite, worn-out phrase which may be true, but how often is it actually lived out? We intend to live by this phrase which may mean we will tell you to seek out a different professional if we don't feel that we would be the right fit for you.
We aim to be our clients trusted advisor and some of our clients have been clients for 15 years or more.
Question 2: How can they help me with decisions about my money and how these decisions will affect my life?
The answer to this is simple: By asking you the right questions.
Examples:
- What are you hoping your money will accomplish for you?
- What is most important to you that you need money to help you do?
- What do you want to accomplish with the rest of your life and how can I help you live that life?
Question 3: What do they do differently?
We are a combination of a great coach, and an experienced advisor. The difference is that a great coach is always trying to help you be the best you can be. Their focus is helping you find the answers within yourself. Speicalizing in investments is simply one tool in a toolbox with many other tools. We try to help you find the answers to the "What" and “Why" questions and then bring our specialization, experience, and wisdom to help you answer the "How" questions.
You probably want someone to make sure all your bases are covered, and nothing has been overlooked.
Or,
You might be looking primarily for an investment advisor representative to work with that you can discuss investment ideas with and then have us implement those strategies.
Or,
You might want a comprehensive investment strategy to try to exceed the performance of the typical mutual fund or ETF based portfolio.
Or,
You might want to invest your money where you feel you can have an Impact such as Affordable Housing, or Gender or Racial Diversity of Leadership to invest using an Environmental, Social, or Governance (ESG) focus.
Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
You might be a business owner and/or are invested in Real Estate and want a specialist who can help you transition into the next stage and with the multi-generational transfer of financial wealth. We can help you transfer "The Stuff" (Inheritance Planning) to your heirs and leave the right culture, character, and values in your heirs (Legacy Planning)
The number one thing for many of our clients is helping create a consistent approach in working towards personal and financial stability over time. Our relationship encourages and requires our clients to focus on decisions like long term medical care, financial portfolios, family trusts and many things that aim to help them live confidently.
In either case our knowledge, guidance and research capabilities for financial opportunities and decisions is an important reason why our clients work with us. It makes them confident that they are invested in making sound decisions regarding their financial future.