You have probably come here with several questions on your mind:
Who is Titan Financial Associates, and can I trust them?
Planning for the future is scary. The financial world is complicated, confusing, and it's so easy to feel overwhelmed. At Titan, we are passionate about looking out for others' best interests - so much so, in fact, that we invented an acronym for it: LOFOBI!
You might say that this is a trite, worn-out phrase. It may be true, but how often is it actually lived out? We intend to live by this phrase and ensure we meet your financial needs, not ours. This may even mean we will tell you to seek out a different professional if we don't feel that we are the right fit.
We aim to be our clients' valued advisor and some of our clients have been with us for over 20 years!
How can they help me with decisions about my money and its effect on my life?
The answer to this is simple: we will ask you the right questions.
Such as:
- What concerns you the most about your financial situation?
- What are you hoping your money will accomplish for you?
- What is the most important thing that you need money to help you do?
- What do you want to accomplish with the rest of your life, and how can we help you live that life?
What do they do differently?
We are a family business. That means aside from our financial expertise, we know what it feels like to make important decisions for our families - they can be equal parts exciting and unsettling. The root of our advising is helping you think about what's best for your family.
We are a combination of a great coach and an experienced financial professional. 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. Specializing in investments is simply one tool in a toolbox. We help you find the answers to the "What" and “Why" questions and then bring our focus, experience, and wisdom to help you answer the "How" questions.
You may want someone to make sure all your bases are covered, and nothing has been overlooked.
Or,
You may want an investment advisor representative that you can discuss investment ideas with and have us implement those strategies.
Or,
You may want a comprehensive investment strategy to try and exceed the performance of a typical mutual fund or ETF-based portfolio.
Or,
You may want to invest your money where you feel you can have an Impact, such as Affordable Housing and Gender/Racial Diversity of Leadership, using an Environmental, Social, or Governance (ESG) focus.*
*It's important to note that Socially Responsible Investing (SRI) and 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.
Or,
You may be a business owner or real estate investor and want a specialist who can help you transition into the next stage of your life via a 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 Bottom Line
The #1 goal 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 have the tools to make sound decisions regarding their financial future.