Building a relationship with an investor isn't just a business transaction. To me, it's much more.
Working with a client to determine how best to plan for his or her financial future is a relationship which demands attention to detail and a personal commitment to help achieve a family's goals in building wealth over a lifetime.
In my experience, I've found it important to understand how each individual investor perceives and understands his or her specific financial goals. As someone's personal wealth advisor, I strive to communicate at a person's own level of understanding and give guidance based on the unique financial needs of every investor who I'm fortunate enough to serve.
As a result, my decades of experience in wealth management has taught me the value of bringing to a client relationship a dedication to the following:
- Being a great listener
- Initiating discovery conversations about each person's financial goals
- Adjusting communication styles to guide ongoing conversations
- Developing a path to work towards an appropriate and unique solution, which requires:
- Clearly spelling out options and having full transparency
- Setting clear expectations about the process moving forward
- Presenting recommended solutions
- Working in phases, if necessary
- Successfully educating my clients about what is happening with their personal finances
- Wealth transfer - estate planning discussions
I've developed over the years a great deal of patience -- not only in developing a holistic and comprehensive plan for each client, but also in providing ongoing education and support to help make them an even better investor. In the end, a wealth advisor should help bring you financial success and peace of mind.
At IFA, I'm able to tap into a multitude of tools and resources to help meet a client's financial objectives. For more information on how I can be of service, please feel free to contact Denise Delaney at 949-428-0457 or [email protected]. An introductory conversation is offered by me on a complimentary basis.
This is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, product or service. There are no guarantees investment strategies will be successful. Investing involves risks, including possible loss of principal.
Index Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized,
globally-diversified and tax-managed investment strategies with a fiduciary standard of care.
Founded in 1999, IFA is a Registered Investment Adviser with the U.S. Securities and Exchange Commission that provides investment
advice to individuals, trusts, corporations, non-profits, and public and private institutions. Based in Irvine, California, IFA manages
individual and institutional accounts, including IRA, 401(k), 403(b), profit sharing, pensions, endowments and all other investment accounts.
IFA also facilitates IRA rollovers from 401(k)s and 403(b)s.
To find out more about the value of IFA
click here.
To determine your risk capacity, take the Risk Capacity Survey.
SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
About the Author
Denise Delaney - Senior Vice President, Wealth Advisor, CFP®
Denise specializes in advising a range of clients including younger families and high net worth individuals to those in the later stages of life and who may require complex financial, estate, and long-term care planning needs. She also has many years of experience in advising investment committees for endowments, foundations and pension plans, as well as working with companies to construct highly diversified, low-cost 401(k) retirement solutions for their employees.