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Take a few minutes to assess your investment risk.

Your Life is More than a Business Transaction

Proactive Approach

There are so many times when the simple act of being proactive saves you not only money, but time. We pride ourselves in being proactive at all times.

  1. We ask the questions you have not asked
  2. We pose scenarios that you have not thought of
  3. We offer up suggestions that were never on your radar.

The proactive approach strategically positions you to take advantage of opportunities and take minor adjustments in stride.

Authentic Relationship

If you have not noticed by now, we believe authentic relationship is one of the keys to success. Why wouldn’t you want to have a solid relationship with the person managing your wealth or planning your finances? You want to be treated like more than a business transaction because this is your life your present and†your future. Truly understanding your past experiences, anxieties, drive, passions, and hardships helps us not only to develop personalized goals, but also motivates you to reach them.

Breaking the Industry Mold

So many people feel like they walk in the door of their financial advisor, only to be met with the same choices they have been offered for the last 20 years. These options often end up being confusing in two main ways:

  1. You don’t understand how you are invested.
  2. You don’t know how your advisor gets paid.

You should be able to understand what you are paying for and what you are getting in return. You should only pay for the services that you want or need. And you deserve to understand how those services help you to reach your goals.

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The Hedgefield Growth Process

woman with a map to financial freedom

Gauge

Identify where you are and where you want to be “What are your financial goals?” Wait. I’m going to step back and ask you another question. “What are your life goals?” The second question is much better, because it helps you truly discover where you want grow. We will work to assess your current financial strategy and how that aligns with your life goals.

Generate

Develop a Solid Strategy Next, Hedgefield will help you generate a customized strategy based on the goals we developed together. We can even aid you in determining if you need assistance with invesment management, financial planning, or both.

Guide

Let us Worry for You The only thing certain in life is uncertainty, which is why Hedgefield is by your side every step of the way. We will guide you through each decision with your objectives always at the forefront. You will feel the burden of worry lifted from your shoulders as you spend your time investing in people and experiences, instead of investing in worry and angst over your financial future.

Top 3 Ways to Conquer Financial Anxiety

Who hasn’t worried about money from time to time? Even when you have money, you may worry about losing it. This guide will help you conquer your financial anxiety. We will send you the PDF via email. Just enter your information below.