Hi, I'm Tom and this is what drives me!
Whenever I think of my role as a financial advisor, I think about what I would want if I were seeking an advisor myself. More importantly, what kind of advisor would I want for my wife should she someday find herself alone or widowed? No advisor is perfect, but in my mind, a good advisor possesses the following characteristics:
Has a "team" mentality. Offers his/her best ideas but is open to my concerns and input. Works the process together, not independently.
Shows genuine interest and concern for me and my family. Always has my best interest at heart.
Anticipates what needs to be done, completes necessary tasks in a timely manner, and keeps me updated on the process.
Has a systematic approach to investing, portfolio strategies and security selection. Doesn't chase the latest fads. Keeps emotions out of the decision making process.
Competent with Remote Access
Gives me the option of conducting business from my home or outside states. Gives me the option to review and sign documents remotely and securely.
A live person answers my calls and addresses my concerns in a timely manner. I don't immediately get directed to voicemail or a webpage.
Readily discloses costs and is always willing to answer all of my questions regarding the details of my investments.
I ask a lot of my financial advisor and I try to deliver this same level of service to my customers as well. If you feel this type of business relationship would be of value to you, then give me a call at (864) 246-1916 and let's begin working together to address and pursue your financial goals.
- Retirement Savings Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Wealth Strategies
- Intergenerational Planning
- Retirement Income Strategies
My Personal Interests
Office Address5000 Old Buncombe Road
Suite 48 University Square
Greenville, SC 29617 opens in a new window
Phone NumberTom Rose at (864) 246-1916
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