Client-centered relationships
At Plott and French Financial Advisors, our philosophy is centered around cultivating long-term relationships with our clients. We are proud to assist our families by providing tailored financial advice to help them work towards their financial goals. We believe that the foundation of successful wealth management lies in understanding and prioritizing our clients’ values and needs, rather than promoting specific products or generating commissions.
Knowledge and Advice over Products: As a client of Plott and French, you can trust that our primary focus is on offering valuable knowledge and expert advice instead of selling investment products. Our team of experienced financial advisors is dedicated to guiding you through the complex financial landscape, providing personalized solutions that consider your unique objectives and circumstances.
Long-term Advisory Relationships: Our commitment to fostering long-term relationships with our clients means that we aim to always work in your best interest. We take the time to understand your financial goals, risk tolerance, and values to develop customized strategies that can adapt as your needs change over time. This long-term perspective allows us to offer consistent support and guidance, helping you navigate the challenges and opportunities that may arise throughout your financial journey.
Multi-Generational Planning: We recognize that many times, a client’s financial goals extend beyond themselves to include other generations, whether it is parents, children, or grandchildren. We encourage getting adult children as soon as possible in establishing sound financial habits to prepare them to be good stewards of future family wealth they may inherit. We can discuss strategies for charitably-minded families, including private family foundations and donor-advised funds, as a mechanism for involving other generations in adopting your charitable values. For those with more complex estate needs, we can guide you through advanced strategies, including the use of trusts, private placement life insurance, and other tools that you can use for establishing dynastic wealth to last across multiple generations.
