Your Advice Partner For
LOW COST-HIGH VALUE Investment &
WHO AND WHAT
I founded AdviPartner to offer a modern, efficient means of accessing unbiased financial advice. Taking a hard look at industry standard, complex, high-cost approaches I chose to begin a fee only, non-commission practice. The simple to understand, unique, low-cost investment approach is a continuation of over a decade of evolution. It is my goal to carry this approach to financial planning and investment management forward. Already once retired from a high-tech business, leveraging a decade in technology and a decade in finance to make this new system possible is a natural fit....and tremendously rewarding.
OUR FIRST MEETING
At the first meeting, my goal is to understand where you are today, where you want to get to in life and, most importantly, why that is important to you. After you leave, a plan will be drafted that represents a reasonable chance of getting there.
Can't wait to get started? I put this link for people like me who want things moving forward NOW. First, determine your risk level here: <Risk Score>. Then, start your own plan, for free, by clicking here: <Planning System>.
OUR SECOND MEETING
In a couple of weeks, a proposed plan will be ready that describes actions needed based on our first meeting.
Are you in the ballpark? Good! No? Then, let's talk about needed changes.
Believe it or not, this isn't the most important part. The process of refining the plan as your life and goals change is the real value. The plan and investment allocation that comes out of this meeting looks like a straight line to your goals. But, we both know, it's not going to be a straight line!
COMMIT TO THE PLAN
Now we've got some momentum going! We are heading down a path toward the life you have envisioned. And, by now, we have decided whether to be a part of each other's lives. There will be a few things to do now that we have a path to follow. Guess what? After those things are done, there will be a few more...and, we will do those. We will meet regularly in person or online to verify things are on track. This is a way of confirming phone calls and e-mails we may have been exchanging aren't getting misinterpreted. This is where the real value of knowing each other actually begins.
AdviPartner, LLC. (“AdviPartner”) is a registered investment adviser offering advisory services in the State of Tennessee and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by AdviPartner in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of AdviPartner, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.