If the Relationship Isn’t Right, the Advice Can’t Be
If you expect quick or easy recommendations by the end of a first meeting with a financial advisor, The Cairns & Kay Group is probably not the right partner for you.
Our team’s philosophy establishes the blueprint for our client partnerships, which are deep relationships built naturally on communication, understanding and education. These are ongoing processes that begin with what we like to call a “fit meeting.”
We’ll do more listening than talking duing this first meeting, where we’ll discuss what it is you want to achieve in life and how you expect your investments to help you get there. We’ll ask questions to help us better understand your situation and determine whether or not we are the right partners for you, and we’ll spend some time further explaining our process, philosophy and compensation.
This meeting may end without a decision, as we need to carefully consider your situation and the compatibility of our team with your needs. We will spend two days reflecting on this meeting and strongly encourage prospective clients to do the same. If we both decide that a fit exists, we can begin discussing the next steps on our journey together toward your financial future.
- Baird Ranks No. 14 on FORTUNE’s 2013 100 Best Companies To Work For® List — a video from Paul Purcell, Baird Chairman, President & CEO:
- Baird 2012 Annual Report:
Staying true to our values,
clients, culture and strategy.
Baird Foundation 2012 Annual Report
- 2013 Outlook: The Markets, Economy and Your Wealth Management
- American Taxpayer Relief Act of 2012
Agreement avoids most ramifications of fiscal cliff, but more work remains.
- Permanent Estate & Gift Tax Relief
- Quarterly Market Update
- Baird Investment Digest