October 12, 2015
Our Client Bill of Rights: The Four C’s
We believe every client deserves the “Four Cs”when working with a financial advisor:
Advisors should always put their clients first – period. As a Fee-Only firm, we never take commissions or sell financial products. Our compensation is not product based and is transparent and easy to understand. As a result, our clients can trust that we have their best interests in mind.
Clients need to have an advisor who is highly educated on a variety of complex financial scenarios. Jason has a degree in accounting from the University of Iowa and passed the Uniform CPA examination in the state of Iowa. Jason is also a Certified Financial Planner™ and is a member of the National Association of Personal Financial Advisors (NAPFA). What’s more, he completes a minimum of 60 hours of continuing education every two years.
Andrew has earned an accounting degree and a masters in business degree from the University of Nebraska at Omaha. He also earned a certificate in financial planning from the Boston University Institute of Finance. Andrew is a Certified Financial Planner™ and a member of the Financial Planning Association (FPA) & the National Association of Personal Financial Advisors (NAPFA).
Today’s financial world is complex, and each client presents unique planning requirements. Therefore, we provide coordinated wealth management advice to our clients by analyzing their investments, taxes, estate planning, insurance, education planning, and charitable giving. We also have an extensive network of “related” professionals (accountants, lawyers, etc.) who we leverage when appropriate.
Although the financial industry is full of numbers, we pride ourselves on developing deep and meaningful relationships with each of our clients. Through these relationships, we are better able to help our clients identify and achieve their goals.
We would love to invite you to learn more about Hiley Hunt Wealth Management and who we serve in Omaha, NE –Financial Planning and Investment Management.