Not all financial advisers are the same. Here are the top 10 reasons to consider our firm:
Our firm combines in house portfolio design and risk management with cutting-edge tax management strategies.
Independent, objective advice without the pressure of any proprietary product sales or quotas.
Our comprehensive approach to goal-based lifetime financial planning.
We are a fee-based firm.
Published in FORBES magazine as “One of the Top Wealth Managers in Texas”.
Recognized in Texas Monthly as a Five Star Wealth Manager
Registered Certified Financial Planner™
Limited number of clientele per advisor
99.2% annual client retention rate
COMMITMENT TO CONTINUOUS IMPROVEMENT
At Fluent Financial we are dedicated to continually seek to improve the quality and efficiency of service in an effort to be a leader in the financial industry. We work together as a team in line with our Mission, Vision and Core Values to provide excellence in service, develop the skills and abilities of our team, and add services to meet the changing needs of our clients.
Continuous improvement is built into every area of care and service we provide. We believe that communication is essential to achieve consistently high standards of service. Therefore, we actively seek feedback from our clients which is incorporated into strategic, business and improvement plans.
Does your current financial advisor ask for your feedback on ways to improve their service?