Points of Distinction
You already know how challenging it is to achieve and maintain financial independence. The financial landscape is becoming immensely complex and the explosion of information means decision-making gets more confusing. You struggle to make sense of an array of investment alternatives, their tax consequences, and how to integrate portfolio management with your retirement and estate plans. We can help. At Ameriway Financial Services, Inc. we work with our clients on a holistic basis and recognize we have been handed a trust. Our clients come to us because:
We are CERTIFIED FINANCIAL PLANNERTM professionals and bring organization and perspective to our clients’ entire financial situation. Our holistic approach to financial planning helps our clients simplify their financial lives. We have a thorough understanding of how decisions will impact their balance sheet, income tax, retirement and estate plans.
We empathize with our clients. We take the time to listen to what is really important to them before formulating strategies or making any recommendations. Our continued education in all facets of personal finance helps us to ascertain what it takes to solve their problems.
Our independence and fee-based structure allows us to provide truly unbiased advice. We go to great lengths to serve our clients with integrity and remove any potential conflicts of interest. Our clients can ask us anything and know they will get an informed and honest opinion.
We deliver our services in a responsive and highly personalized fashion that is focused on our clients’ specific needs. Our detail-oriented staff provides a level of service beyond what our clients otherwise experience on a consistent basis. This approach evolves into a genuine rapport between us.