Remote Practice
Contact UsEverything is going remote! It’s true and some people may not like that. The simplest reason that we run a remote practice is pure necessity. A traditional financial practice that services a single couple can do a reasonable job only providing services in person. However, when you start to work multi-generational, it’s rare that families all live in the same area. For our practice, Mike is prior military and is originally from the East Coast. Many of our clients already live outside of Southeastern Idaho. Several of our clients have also moved away, but chosen to stay working with us. If we weren’t remote, we wouldn’t be able to service our clients.
It's harder to get to know your future advisor through video conference. However, we offer the ability for prospective clients to watch videos, attend webinars, and feel out the website before ever attending an appointment. Rarely do you get that type of pre-screening with an in person only practice.
For future clients (hopefully you!), why limit yourself to your immediate area? Financial Advising has changed dramatically over the years. Practices need to bring a lot more to the table. High quality, inexpensive investments are readily available. Advisors need to be experts in their field, and many are choosing to specialize. Despite a surging demand, the number of advisors available is also dwindling. Limiting your search to your immediate area may not include the best fit for your needs.
For local clients and referrals, we still host meetings in person, out of our beautiful office. However, for those clients that live around the US or simply don’t want to travel into the office, we offer excellent remote appointment options, typically through Zoom.