What are the most often-asked questions (from prospects or clients) in your business?
What do people need to know in order to make an informed decision about whether to hire you, or buy your product/service?
What is your approach to financial planning?
What is the process?
Baldwin Financial Advisors will work diligently to cover all areas of finance, including retirement, investments, insurance, estate planning, taxes and budgeting. Our goal will be to guide our clients towards a comprehensive plan that optimizes and synergizes each of these areas to allow them to safely move forward towards their life’s goals.
Baldwin Financial believes that annual reviews are key to remaining on track as lives and finances inevitably change over time. Regular reviews and rebalancing are essential to continued success and attaining goals. We remind our clients annually, but rely on our clients to set their appointments for review.