Broker Check

Our Approach

GHJ Financial Group - a different approach to financial planning

Does your current financial advisor have a game plan in mind for you? Have they told you what it is?  Do they have a process they explain to you, and stick to after you choose to work with them?  Does it make sense to you?  Do you know why you bought what you own, or how all your assets and investments fit together?

 If you answered “NO” to any of these questions, think about working with our experienced team of financial professionals at GHJ Financial Group.  We are different from most other firms in our approach, capabilities, and experience.

For example:

  1. We are an independent organization, not beholden to sell the products of any one company.  We do what’s best for you, using the best products to support the plan we develop for you.
     
  2. Your plan is customized for your situation, not boilerplate that has been developed for general use with your name merely typed in to look like it’s personalized for you.
     
  3. Our firm shares clients and ideas, not just office space.  Few firms do it this way. This benefits you because the partners review every plan we recommend, giving you the benefit of our combined 50+ years of experience.
     
  4. We do the plans ourselves, not assigning them to a paraplannner whose work we read 10 minutes before your appointment.
     
  5. You won’t be “assigned to a new Rep” in 3 months, 6 months, or 2 years as happens more often than not at the large, controlled banks, wirehouses, and investment firms.
     
  6. We follow up on your plan and monitor actual results compared to your plan.  We require face-to-face review meetings at least once a year – when was the last time your Rep actually wanted to talk to you?
     
  7. We don’t charge you a fee to discover our value.  You can experience our Investment Management Process, feel our worth, and see our recommendations without paying anything.


 GHJ Financial Group