What separates Toadvine & Associates are three simple distinctives:
- Relationship Focus - You and your family are treated as individuals and not just another account number. This relationship focus has spawned multi-generational relationships allowing us to serve children or grandchildren of clients. We protect our relationship-oriented culture by limiting the number of new clients we take on each year.
- Wealth Management Model - As a CERTIFIED FINANCIAL PLANNERTM Practitioner, our holistic process looks at your complete financial picture while working with your existing advisors to ensure that your planning complements your goals and family values. Our planning services are designed to uncover opportunities in your current arrangements that can further lead to your achieving "true wealth" - as you define it.
- Open Architecture - Your and your family's interests are put first to avoid concerns about the objectivity of our advice. Unlike the major Wall Street firms and insurance companies, we have no proprietary products to push nor quotas to meet. It is our belief that you are best served by our being independent.
As a result, you can feel confident that:
- You have a financial advocate looking over your shoulder with your interests in mind.
- Your planning is customized to your situation and is not some generic or cookie-cutter template.
- You directions or inquiries will receive prompt replies from us.
- You will talk to a human being, not an automated phone menu.
- Your wishes and opinions will be respected.
- Your investments are recommended because they are best for you, not for some corporation.
- You have access to unbiased research and information to help you make informed decisions.
To help us provide our clients with superior service, we've chosen Commonwealth Financial Network©, one of the preeminent independent broker/dealers in the United States, to provide our back office support. This partnership ensures that you receive access to a wide variety of investment choices to complement your financial goals. It also helps us best serve you in a seamless and efficient manner by providing back office, investment, and technology support.
