Brian D. Raat , CFP®
|Toll Free:||(877) 879-8530|
With the complexity of the financial markets and an ever-changing financial planning environment, it takes a considerable amount of investment knowledge, experience and resources to develop and implement a sound financial plan.
I strive to build long-term relationships with clients, by developing and managing customized financial plans that cater to each client's unique and individual needs. Investing without a plan is like driving without a destination. To be successful, it is critical to know where you want to go and to have a plan on how to get there. A customized financial plan provides clear objectives and the most appropriate way to pursue them.
My business is built upon the relationships I've established with my clients, friends and other professionals. Drawing on my experience, knowledge, insight, wealth of contacts and firm research, I can offer customized wealth management advice and personalized service.
I work closely with my clients, and their trusted advisors, to ensure that I have a thorough understanding of their personal and business goals, and that my clients have realistic expectations and a better understanding of the potential risks and rewards inherent in their planning.
My mission is to provide the highest quality of personalized planning and service, where each client deserves unique and individual attention. My goal is to be my clients' primary source for financial advice and planning. My clients can expect a high level of service, along with ongoing dialogue and regular reviews.
Continuous thanks and appreciation to my clients, family and friends for allowing me to have a career, in which I can continuously help people, whether its at work or in the community. My clients, family and friends have grown over the years, and they have also helped me to grow as a person and as a professional.