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John and Dale believe excellence, discipline, and thoroughness are the best tools for building a strong retirement plan. Call today and get started on your plan.
As the McIntosh-Ditto Wealth Advisory Group at Hilliard Lyons, we believe in working to a high standard and believe you should expect nothing less.
This belief is rooted in a childhood example, exhibited by our fathers, who were both ministers. These men served others through a church and their lives have influenced our philosophy about life and money.
At the core of our money philosophy is the idea of stewardship – meaning regardless of whether we have been given "a lot" or "a little" in this life, what matters most is how we handle that bit with which we have been entrusted. One of our goals is to help
clients be good stewards of all that they possess.
Our mission statement says, in part, that "We are committed to understanding your financial situation almost as well as you do." For us, this means that we want to hear the long version of everything you have to say.
People often have many goals for their money, but usually the first consideration is whether there will be enough for them. More specifically, they are trying to answer the question:
- What is important to you?
- How did you come to accumulate the assets that you have now?
- What do you want your money to do for you?
- What "else" do you want to do with your money?
- Do you have interest in helping family members achieve their goals?
- Do you have interest in helping charitable organizations achieve their goals?
"Are you confident that you have a plan that will provide you with a rising stream of income throughout what might be a 30 year retirement?"
We spend a lot of time working to understand you and your situation. Once we are pretty confident that we are "on the same page," we move to education.
The world of investing can often be confusing and confusion hurts confidence. We want our clients to be as well educated as they desire and are committed to educating in as much detail as they would like. We want our clients to be confident investors.
Next, we look at longevity, inflation, volatility, and investor behavior…
Hopefully, if you have read this far then you know we take what we do for people very seriously. If you would like to learn more, and more importantly, if you would like for us to learn more about you, please give John or Dale a call to set up an appointment.
We look forward to meeting you and hope that we can be of benefit to you and your family.
John, Dale, and the McIntosh-Ditto Wealth Advisory Group