Bradford Ferguson, CFA
Professional Investment Management
What Is Wealth Management?
The goal of wealth management is to help you gain perspective and a sense of security. In our experience, wealth management combines financial planning and investment management to help provide financial peace of mind. Russ Alan Prince, Forbes Contributor, says that "Wealth management is the consultative process of meeting the needs and wants of affluent clients by providing the appropriate financial products and services."
We believe peace of mind is a result of trusting in your financial plan and investment strategy.
Wealth for Lifestyle
Before taking action, we seek to understand your lifestyle and situation. We organize future goals with a structured and thorough approach.
We define financial security as growing your money, guarding your assets, and meeting your lifestyle goals.
Wealth Management SystemsIn our experience, you need to have real confidence in where you are going and how you will get there. You must know that you have the wealth to support your lifestyle in retirement. You also need freedom from the stress of money. But as important as those things are—confidence, wealth, and freedom—it’s not just about those things. We believe that you deserve to live your retired years with real Dignity and Grace.
We provide the foundations to help you achieve Dignity and Grace throughout your retired years. Our Custom Financial Blueprint™ process will connect you to the three foundations: Plan, Secure, and Invest, and their individual supports.
Custom Financial Blueprint
Periodic Wealth Check-Up
Personalized Risk Assessment
Personal Financial Website
Tailored Investment Strategy
Wealth By Multiplication
Our Fiduciary Promise
Delegate The Burden, Share The Load
Emotions drive decisions, even though we are not always aware of it. Part of Our Fiduciary Promise to you is to listen, to be candid, and to coach you through those ups and downs. The goal of a relationship with your Indianapolis financial advisor is to feel supported and cared for. Thinking about the future can bring anxiety--especially planning for retirement.
You want to relax and yet there are so many unanswered questions. A possible solution is to have a caring and committed team on your side. We provide information, perspective and a plan made for you. According to Investopedia, a wealth manager "coordinates input from financial experts and can include coordinating advice from the client's own attorney, accountants and insurance agent." Because we are independent from those other service providers, we can provide objective advice on your situation.
At Halter Ferguson Financial, we know these are your life savings. Make a decision now to adopt a holistic approach. Work with a team that aims to develop and manage a plan that reflects your wants and needs.