As investment advisors, we get to know you first. We want to know about you, your family, what you do and what is most important to you. From the outset we look beyond the numbers to a holistic approach, because your financial wellbeing is just a part of who you are and where you want to be in the future. In forming our relationship we want to know your expectations and how we can complement those expectations with our service and fee schedules. We do this by assessing your needs through in-depth interviews, talking with you one on one about your goals. Not until those goals are set do we propose an investing strategy specifically tailored to help you meet your personal financial situation. Our business was not built on providing a rubber stamp solution S.C. Care was built on relationships that propose setting goals in stages. Life changes on a dime at any given moment and what goal you set for the next five years may change in two. So we are with you for the long ride, not the short term.
No matter what your financial needs, setting up a 529 for college; putting funds into a new IRA, or rolling over your 401(k)s as you get ready for retirement, we make it seamless for you to grow your portfolio and manage multiple investment pots.
As Investment Advisory Representative of Markowski Investments with a Uniform Investment Adviser Law, Series 65 registration (IAR), this license is under a fiduciary standard subject to the duty of loyalty and operating under a higher standard of care for my clients. Additionally, we are registered with the U.S. Securities and Exchange Commission (SEC).
Unlike commission based financial advisors that earn money selling investment products, we don’t chase the market or work on commissions. Decisions about your money are based on working with you to provide a strong and steady investment philosophy. We earn money through a flat, fee-based rate for our services. There will be no surprises, no hidden fees.
We’ll review your portfolio semi-annually and rebalance as needed. You can check your progress through your private online log-in to your account or connect with me by my personal cell number at any time, email or video chat if you have any questions or want to make changes to your plan. I will be contacting you on a regular basis, “checking in” to make sure your questions are answered. Our goal is to have your experience with us tied directly to a functional outcome. These outcomes are framed by your personal goals, objectives and expectations making us a powerful team as we navigate the road together.