Only 3% of Advisors have a Succession Plan!
Most people would naturally assume that their Financial Advisor has a succession plan in place for their own business given the fact that planning for the future is what Advisors are supposed to do. Did you know that only 3% of Advisors actually have a succession plan in place! Because we care very deeply for our clients, we are pleased announce Natale Busa Financial Management Inc. and JR Saint and Associates has a succession plan. It is important for our valued to clients to know that we have a plan in place that ensures that the level of service, expertise and client care will continue no matter what happens. All of us share the same investment philosophy which is another big advantage in case something ever does happen. The last thing our clients would want is a shift in the strategy associated with the way their money is being invested. This plan also includes the grooming and mentoring of associate Advisors that will be trained to maintain the same high standards of service that you have come to expect from us over the years. This not only will protect our existing service but will also ensure that the next generation is well taken care. We encourage our clients to have a well-defined succession and estate plans in place and felt it important to communicate that we walk our talk.