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" Simplicity, clarity, singleness: these are the attributes that give our lives power and vividness and joy."
- Richard Holloway, Scottish writer and Broadcaster |
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Deliverables- Simplicity, Confidence, & Consistency
Every client we see is unique but there is one commonality that runs throughout and that is a desire for simplicity. We live in a hugely complicated, ever changing world so this seems understandable. We strive to make simplicity a key deliverable in our client relationships but to get there we often must change how clients make financial decisions.
The financial services (products) field is designed to be complex, arcane and difficult to discern. That is where we come in. We say that there is a better way, a simpler way, a more transparent and consistent way. The sad truth is most of the financial products sold by brokers and others are structured to be virtually incomprehensible. These products often move investors further away from their goals and create unnecessary complications. Burton Malkiel has a good piece in the Wall Street Journal that is both simple and smart combined.
We reach beyond these traditionally product driven (versus client goals centered) structures to deliver objectivity, discipline and direction by way of a long term trusted advisory relationship. For a better understanding of how we simplify our services to ensure clarity and success, view our Key Elements Chart (Click here). Protecting family and lifestyle don't come by way of a financial product but instead through a structure. We integrate investments with lifetime goals based on resources (existing financial assets and savings) into a holistic framework and plan. This is simple by design so that ongoing decisions can be made clearly with the ultimate aims in mind. Ultimately, this creates a more consistent investment experience which then leads to an increased level of confidence about the future. We sometimes call this "rational confidence."
- James E. Wilson, CFP®
 My Blog
Elements of Wealth Management
Here at J.E. Wilson Advisors, what we do isn't simple, but doesn't need to be made complex either. This attached chart shows how our basic advisement plan can give clients an easier approach to financial planning, absent of confusion.
A Call to Action:
Do you follow the weather? Do you follow the markets? Should you do either one? More in two weeks. |
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WealthRx® is J.E. Wilson's unique wealth management process, designed with successful physicians in mind. Learn more. Contact 
