Our Five Points of Services
We are a Full Service Independent Firm. We focus on our clients and not the needs of a large corporate parent.
Today, Financial Services are offered in so many different ways that the personal touch is often lost. For our clients at Hutchison Group, we specialize in the personal touch. As an independent firm, our focus is on the needs of each client and not the needs of a large parent company. We constantly stay in touch with our clients so we can keep their investment portfolio fresh in their minds. We want to know our clients well enough so we can be prepared for any critical financial events that may come their way.
Time is valuable. With that in mind, we spend time with each prospective new client to make sure there is a good fit. Early on, we listen to their needs and discuss how we function as a practice. If we all feel there is a good fit, we get to work by building a personal Financial Inventory. After a confirmation process, we begin planning.
Once our client’s plans are in place, we schedule regular annual or semi-annual meetings to review their portfolio. These annual meetings also allow us time to review our client’s needs and anticipate any changes. Meanwhile, we are available for our clients at anytime.
Our Five Points:
Maximize Employer Benefit Plan
Analyze Debt Reduction Opportunities
Maintain a Constant Amount of Ready Cash For Emergencies
