Your Family is Our Family
Family and traditions are at the forefront of mind for many of us during this time of year. We all likely have special traditions we enjoy celebrating with those we care about. We have much to be thankful for. Here is a recent fun night at the Fields' household.
Our Family Service Policy
Some of our clients know this family tradition I am about to share.... Some may need to be reminded and those of you who do not utilize our services as clients are about to learn something about us. The team at Foley and Foley Wealth Strategies has a "Family Service Policy" tradition. This means for our clients, we waive our account minimums and offer our services to their entire family, regardless of their asset level. Your Family is Our Family.
As you might know, Foley and Foley was established in 1981 by current financial advisor Kevin Foley and his father, Mark Foley (retired in the late 80's). As a family business, family has always been emphasized and therefore planned around. Since the 80's, it has been rewarding to implement our plans and expertise for three generations; Kevin and his dad's original clients, their children near retirement and now their kids (and grandkids) are beginning their careers and starting families.
Your Family's Success Is Important to Us
A common situation we assist with is advising our client's children and grandchildren in whatever life stage they find themselves. Our policy also applies to client's siblings nearing retirement who would like professional advice with their retirement strategy. Another scenario that is on the rise is helping clients with their aging parent's estate planning. We are happy to guide you and your loved ones through each of these above examples, among other unique challenges you may face.
If you would like to talk more about how we can provide our family service policy to your family, please let me know.
To your family's success,
Luke A Fields, CFP®
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