Our advisors at Aligned Wealth Group provide more than just investment advice. They help people with comprehensive financial planning, including life insurance, long-term care insurance, education savings solutions, tax strategies, retirement, wealth transfer strategies and more. In doing so, Financial Advisor Adam Bethel says our advisors care about educating clients to help them make the best decisions for their financial future. “We want to look at the entirety of our clients’ financial situations,” he says. “We feel that gives us the ability to serve them at the highest level if we are helping them in a comprehensive way.”
One goal our advisors strive to meet is ensuring clients feel comfortable bringing difficult questions to the table. “We take what we do for our clients seriously, but we don’t take ourselves too seriously,” Bethel says. “We don’t want them to be intimidated by working with us. Our goal is to speak to everyone in away that feels familiar and real.”
Our advisors at Aligned Wealth Group place a strong emphasis on understanding their clients’ personal values and goals. “This allows us to craft customized financial plans that evolve as their lives and circumstances change,” Financial Advisor Jake Walters says.
They are also committed to high degrees of collaboration. “We regularly hold joint strategy sessions to ensure every client benefits from the collective wisdom of our advisors rather than the perspective of just one,” Financial Advisor Ashli Eaves says. “A great strength of the team is that webring a wide variety of perspectives to problems and work well together to solve them.”
One of the biggest challenges people face in retirement is dealing with volatility in the capital markets. Our advisors at Aligned Wealth Group anticipate and plan for it, Bethel says. “Market fluctuations and uncertainty are expected, but the strategies we create for our clients ensure we stay aligned with their long-term vision for the future,” he says.
The team is very excited about the recent launch of their new office on Discovery Parkway. One more thing the team is doing to add value to the lives of their clients is writing books. Currently all three advisors are working on a book on topics they have a personal connection to, with a goal of publishing them this year.
Aligned Wealth Group
573-397-7740
alignedwg.com
Adam Bethel – Financial Advisor
Ashli Eaves – Financial Advisor
Jake Walters – Financial Advisor
Blair Barber – Client Services Administrator
