Answering our clients’ financial questions is just part of our everyday service, but what do we mean by that?
The first thing that people think about when they hear Roof Advisory Group’s name is our disciplined approach to portfolio management, but we want to remind you that we help our clients with a variety of other financial aspects in their lives. One of our goals is to be the first call when our clients have any financial questions. If we are not the most qualified group to answer the specific question, we will be able to make the appropriate referral without any conflicts of interest.
Some examples of the more transactional decisions that our clients may face include:
- Refinancing mortgages
- The decision to buy or lease a car
- How much to pay in cash versus finance for a new car
Some higher level or strategic decisions include:
- Pension elections
- Social Security claiming strategies
- Vacation home purchases
- Primary residence downsizing
- Charitable gifting
- Intergenerational/legacy planning
Regardless of the topic, never hesitate to call us with any financial questions and rest assured that we will be able to point you in the right direction if the topic is outside of our area of expertise. As fee-only advisors, we do not accept commissions from third parties such as insurance companies, mortgage brokers, accountants, or attorneys. Our recommendations are always made in our clients’ best interests.