When writing up this part, I struggled with trying to come up with a singular reason why we feel clients should choose our firm to meet their financial and investment needs. As I thought about the many different “whys”, I looked at our staff and how they go about their work supporting our existing clients each and every day and I realized that our Why is:
Passion
We truly and deeply care about helping our clients achieve their goals. We are excited when a child’s wedding turns out beautifully, a home has been purchased, a grandchild’s future is started off on the right path, a debt has been paid off, and a couple can honestly and truly enjoy their golden years. These are the goals our team wants to help you achieve and why we do all that we do.
To these ends, here is why we feel our team is the right team to support you and your firm for your investment and retirement needs.
Goal Driven
Our firm strives to design individual Intentional Investment Plans for our clients, including businesses, to best meet their needs, whatever those needs may be. Your Intentional Investment Plan will focus on defining the what and the why of your goals, developing an investment strategy to achieve those goals, identifying what investment products will be used achieve those goals, monitoring those results monthly and quarterly for effectiveness, and communicating the results to you so you know what is going on. Each step is designed to keep all parties engaged and accountable for the results of the plan, and allow us to make changes quickly when necessary.
Results
At the end of the day, what matters is that you are receiving what you are paying for – a positive impact on your financial situation. While no one can control the market, and all investments are exposed to varying levels and types of risk, we provide all our clients with direct access to their accounts so they can see for themselves how things are progressing in as close to real time as possible.
We measure our results in a couple of different ways, especially since our investment strategies use a bit different of a philosophy. To more clearly monitor results, we specifically look to measure the things we can control:
- Are the underlying investments we’re using maintaining a stable, or increasing price?
- While we don’t control market prices, we must pay attention to them to ensure your investment base is able to provide the economic results you are working towards.
- Have we increased the number of shares owned by our clients?
- If we’re able to increase the number of shares you own, then we’re hopefully able to increase your overall value as prices appreciate.
- An increased number of shares may also increase how much you receive in dividend payments.
- An increased number of shares may also increase how much you receive in options premiums.
- How much have our clients received in dividend payments this month/quarter compared to the last period?
- Comparing this period’s cash flows to last period’s cash flows allows us to track the growth of funds you’re receiving based on our Intentional Investment Plan.
- Our goal is that each period’s dividends should be greater than the previous period as more shares are acquired.
- How much have our clients received in options premiums this period compared to the last period?
- Comparing this period’s cash flows from options premiums to last period’s allows us to see how consistent the premium prices are.
- We can also see if there are better periods to write options thereby allowing for greater options income.
Experience
Our team is comprised of people with different levels of experience. Some are quite new to the industry, while others have been providing consulting services to companies and individuals with retirement plans for over 20 years. When it comes to supporting our clients though, you can be assured that our team works as one, utilizing each team member’s experiences and training to design and implement an effective investment strategy customized for you!
Clear, Up-Front Costs
Our firm charges fair rates for the services provided and we let you know how much our services cost before you ever commit a dime! Costs for financial budgeting and planning services are reviewed with clients before starting the project so there is no surprise when you’re handed the plan documents. Financial consultation services fees are documented and approved upfront before any consultations begin. Investment management fees are provided to all clients, along with all appropriate disclosures, before an account is even set up.
As you can see, there are many reasons why you and your investments would benefit from working with our staff. To get more information on how our team can develop an Intentional Investment Plan for you, give us a call at 931-274-7765, or send us an email at Admin@OFSInc.biz.
Disclosure: It is important to understand that each of these investment measurements is just that: a goal, a barometer to see how your Intentional Investment Plan is working. Please note that no one, including us, can promise, or guarantee, to achieve any specific investment results. We are in no way implying that we can deliver any specific return results in any way.
