Financial planning can be overwhelming...
We work to understand who you are, what you have built to this point and what your overall goals are.
We build a comprehensive plan based on your needs & desires and implement in stages to keep it simple.
Our entire process focuses heavily on education, working together and alleviating concerns to ensure comfort in your plan.
Why do we call ourselves Variant Advisory?
Most agents look at what pays them the most, or what is the most front-of-mind solution from whatever company last presented something that sounded good. Far too many people have had their financial success compromised by ignorance and naivity because of this. Even when a proper plan has been implemented, oftentimes agents would sell the product they would be told to sell, rather than the most cost effective option, or an option that allows for better future flexibility.
Variant is all about doing things with complete transparency. We want to educate all of our clients about complete financial planning, but we understand that sometimes there are other priorities in mind. Whatever the case, we listen to your needs and dive deep into what you're looking for, educating you along the way. When we complete our analysis, we share all of our findings and the various options available, provide our opinion on the best value, and you keep a record of everything the entire time. And if you ever look back at our notes and have trouble remembering what it all means, we are hear to remind you so as to keep you informed for the best financial decisions to always make you feel great. That is the Variant to the normal process.
OUR PROCESS
We are Here to Work Together
Our entire process is built around more than words. We are here to prove to you that you can trust our recommendations and continued support throughout our relationship.
We work on referrals through our clients so we can spend the majority of our time servicing those who put our trust in us.