When you hear the term “wealth management,” most people think of investments and managing someone’s estate. While wealth management includes everything from tax planning and risk management to estate planning and investments, for most financial advisors, the work stops there.
ProCore goes beyond just managing assets and keeping trust documents current. They take the extra step to ensure their clients’ financial decisions are supported in every aspect of their lives.
At 80 years old, Sally doesn’t act her age. She has been living independently since her husband passed away seven years ago. With her family living out of state and only a few close friends nearby, Sally doesn’t have many individuals she can rely on for assistance.
When Sally informed ProCore that she was in a car accident, they stepped in to help. They assisted her with filing the insurance claim, researching new and used cars, and even accompanied her to the dealership.
At the dealership, ProCore made sure Sally understood the terms of the loan and wasn’t assessed hidden fees or sold unnecessary warranties, ensuring she made informed and fair decisions.
Here are some of the ways we guide clients in making critical decisions and taking control of your finances:
Offer Solutions, Don’t Sell Products emphasizes the importance of providing tailored advice and strategies rather than pushing high-commission products, ensuring clients receive genuine value and support.
Complex financial transactions involve intricate processes that require careful planning and expertise to navigate effectively. These transactions often encompass multiple financial instruments, regulations, and strategic decisions to achieve the desired outcome.
