One common goal… Elevate Investors
We believe each individual on our team brings a unique perspective and skill set to help our clients with their financial planning and investment needs. Whether you are just starting out or have retirement in sight, it is imperative to have a good coach to help you make sound decisions. Having the right investment professional is vital in helping you pursue your goals and dreams.
We believe in elevating investors through financial planning services and investment service tools to help our clients reach their goals. To achieve this, we utilize Individualized Case-based solutions and periodic customer service reviews to continuously measure goal results. With appropriate risk-based investment solutions…we believe:
“All money does is help you sleep well at night”! (Famously quoted by one of our founding members James Clements)
Meet The Team
As an Accredited Investment Fiduciary/ Financial Advisor who has been in the industry since 1998, Bill utilizes a holistic approach, ensuring that client’s savings, time horizon, and risk tolerance all work together to meet their long-term financial goals in preparation for and during retirement.
Unparalleled customer service is what Calvin promises his clients. He enjoys learning about his clients' desires for retirement and risk tolerance level. Extensive and timely research of available and appropriate investments help him to develop portfolios designed to reach client goals.
As a Registered Representative with the Legacy Financial Advisors and LPL Financial, Hunter wants to understand his clients on a personal level to make the best decisions regarding their financial futures. He enjoys doing technical market analysis as a basis for his recommendations.
Mike is an Accredited Investment Fiduciary or AIF® and a Registered Representative with 17 years of Industry experience. My likes to focus on helping small businesses with their retirement plan strategies. Mike’s personal approach in creating and maintaining both plan sponsor and participant relationships sets him apart. He especially enjoys educating his clients to empower them going forward!
Rhiannon is the Legacy Financial Advisors executive administrative assistant and is critical to the everyday operations of the Legacy Financial Advisors and is always there to help our clients with a passion for great service.
Grant, now in his last semester at the Fort, Grant will be graduating with a degree in Business Administration, a minor in Psychology, and a certificate in Ski Resort Operations. He hopes that his time with the Clements group will expose him to a wide variety of situations that will prepare him for a future in the local workforce.
Our Investment Philosophy
Our philosophy is that you need a good financial plan and solid investments to reach your goals. We believe it is equally important to monitor and review your plan to adjust and improve it over time. Market performance, investment strategies and changing household dynamics can all be tough challenges to overcome.
We strongly believe in the market tenant… “It’s time in the market, not timing the market”… By actively working to create reasonable assumptions, we feel we can create a well-rounded strategy to help you increase the chances you can reach your retirement goals. By rounding down what you will make and rounding up your expenses, we can help with create a life “road map” to follow!
Our top 3 priorities in building an investment portfolio are:
- Taking the appropriate risk
- Building a diversified portfolio
- Utilizing best in class investments
We hang our hat on quarterly servicing where we have a chance to revisit, review and implement our strategies and game plan for you.
Frequently Asked Questions
(With a good financial plan, reasonable assumptions, strong savings and good investment performance- Your chances of success increase greatly!)
Both are excellent tools- If you can contribute to a Roth, it is generally our preference. Please contact us to learn more.
Generally, 3-6 months of expenses is a great place to start. In addition to this, we recommend whatever helps you sleep well at night!
Good question! Depending on your savings and investment strategy, we can help you walk through some ideas and insight.