How we help your team of advisors

Almost every business owner I see is missing the coordination of all their advisors.

Most business owners have somebody in each seat, meaning they have an insurance advisor, they have a financial advisor for their investments, maybe they’re doing some financial planning, and they have an accountant and a business attorney.

But what’s missing is that no one is talking, all those advisors aren’t talking to each other.

In a silo, they might be doing a great job for the business owner, but the power of everyone talking together on behalf of the owner is something you only see when you look backwards.

It’s an amazing accomplishment when everyone is working for the benefit of the business owner.

And that takes coordination.

So as opposed to just being one advisor looking at performance, we’re looking, not only at your investments, but at your entire life as it relates to your business, your growth, your protection, and the drivers of that.

That helps us uncover good things that we can make better to help a business owner possibly improve their net worth, or their tax burden, or even to get them more excited about the possibilities of the future.

We bring all your advisors together, as a team, and we coordinate them all so that everyone’s pulling in the same direction.

Often that starts with us asking a lot of good questions, making sure we truly understand how you got to where you are today, and where you need to get to in the future. And what obstacles currently stand in your way.

We use our experience to identify blind spots that you might not know about, and we continually communicate so the business owner doesn’t lose interest and the advisory team doesn’t lose focus.

All this comes from our principles as a business. Basically, we’re not transactional. We don’t just sell you a bunch of one-off products, like insurance policies.

Everything we do has to be part of a plan, so we’re going to help you build a quality, comprehensive portfolio, not a series of individual stock trades. We’re not going to practice law or accounting, or file your taxes for you.

What we’re going to do is find and coordinate all those advisors as a team.

And we’re going to be proactive. We’re going to make sure you’re speaking with your accountant often enough, that your tax plan isn’t just reactive, and that your whole team is thinking and planning for the future.

Then we’ll say, “Okay, let’s have a conversation proactively for the upcoming year with your accountant.” Or your attorney, or your banker.

I mean, let me ask you the question: When was the last time you talked to your banker?

What’s that relationship like? Do you have open communication with them? Are they being proactive and interested in your business?

That’s the key.

It’s about thinking and planning ahead, as a team, not just reacting to everything as it happens, in individual siloes.

As the coordinator of your team of advisors, we can help everyone get on the same page, and support your goals and dreams as a business owner.

If you have any questions about how we might be able to help your team help you better, please reach out.

-Michael

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HFM Investment Advisors, LLC is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. All investments involve risk and are not guaranteed. Information expressed does not take into account your specific