By creating a financial plan, you see a clear map of where you were in the past, where you are now, and where you’re going in the future.
Of course, the more information we know about a client — such as their dreams, goals, wants, and needs — the better financial plan we can develop. For this reason, we seek to get to know our clients on a meaningful level both professionally and personally.
By revisiting your financial plan with us on a regular basis, you can stay on track and be better prepared for whatever the future holds.
While most financial advisors ‘farm out’ investment management to mutual funds and 3rd Party money-management firms, that is not the case at Kinloch Capital. Rather, we place ourselves in the role of money-manager so that when you meet with us you’re not talking to a middle-man in the investment process you’re talking to your money-manager.
By eliminating the middle-man we are able to offer fees which are highly competitive.