Broker Check
Investing in Relationships: The Value of Time in Financial Planning

Investing in Relationships: The Value of Time in Financial Planning

August 14, 2023

When you are young, time seems forever, until it’s not. Individuals who are planning on retiring are usually very worried about time, rightfully so. Do I have enough time to save for retirement? Will I run out of money over time? Do I want to take the time to manage my own assets in retirement? Have you had these thoughts yourself? I’m reminded of the old ING commercials where everyone was carrying a number that represented what they needed for retirement. This is a question that we as advisors often get, especially in a social setting, when people learn what we do for a living. This is not a question to be taken lightly. The first meeting with an advisor should be the meeting that takes the most time. The sole focus should not be on money but on you and your objectives, your goals, your aspirations.

Time is a precious commodity that we never seem to have enough of. Most people understand how time plays a role in the construction of their portfolio. Since time is so valuable, our firm takes on a very limited number of clients each year. Our team is dedicated to making sure we always have time for current clients. Our advisors take the time to not only discuss investments, but also to learn about our clients and their families personally. Many times, we take calls from clients that have nothing to do with their accounts, they just want someone they trust to offer advice or to voice a concern. At a time when the world seems to be in a hurry, KEY Advisors Wealth Management takes the time to listen.

We continue to have and strive to have long lasting multigenerational relationships. This cannot be accomplished without taking the time to learn about the personal side of each client. Since we also value time with our own families, taking a team approach with clients ensures that there is always someone who can spend time answering a client’s question or concern. When it involves your finances, you shouldn’t have to wait for someone to return from vacation.

From someone who has been with the firm since the doors opened, it has been an incredible journey. I’m very thankful for the relationships that have developed with clients over the years. Many of you who have attended our events hear us use the word family to describe our clients. I promise you this is not a gimmick, it is truly how we view our clients. It is an honor and privilege to be part of a firm that values relationships and service.