Our Values
Why do we do what we do?
- We like being able to help people realize their dreams.
- We think clients are searching for how to distinguish one advisor from another.
- We believe clients deserve prompt and straightforward answers to their questions presented in language they can understand.
- We believe that most clients are in desperate need of the services we offer.
- We believe that a CPA financial advisor is in the best position to help a client with their financial concerns.
How do we do what we do?
- Identify what the client needs.
- Establish goals with the client.
- Develop a financial plan and investment strategy.
- Implement the plan.
- Monitor the plan and how the client is progressing towards their goals.
- Report results on a periodic basis and discuss with the client.
- Periodically adjust the plan and goals as life changes occur.
- Strive to exceed the client’s expectations in every phase of our relationship.
- The process is known as Sustainable Income Planning & Solutions.
Who have we done it for?
- Single women – divorced, widowed or unmarried
- Retirees or near retirees
- Clients who appreciate our advice and implement it
- Clients with similar values to ours
- Clients who recognize the real value we provide – peace of mind, honest feedback, a partnering attitude and objective, tax-sensitive advice
How are we different?
- We love what we do and are eager to learn more – we continue to seek deeper knowledge in our chosen profession
- Our CPA training and consultative approach establish trust with our clients quickly
- We strive to always exceed our clients’ expectations
- We have a deep knowledge of taxes and incorporate that knowledge into the solutions we recommend to clients
- We treat our clients with respect and let them know we appreciate our relationship
Why should you do business with us?
- We maintain a steadfast commitment to help you achieve your financial goals in life.
- You can be confident that we always have your best interests at heart.
- We are easy to work with.
- Together, we have over 69 years of experience helping our clients with financial matters.
- We care about you and the promises you want to keep to your family and loved ones.
- We offer a truly comprehensive service – not empty promises.
- We focus on the quality of service we provide.
- We compete on value, not price.
- We will tell you what we think is best for you, not what you want to hear..
- We listen to what you say.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
kristy@bvwealthadvisors.com | (484) 266-0416