Working With Us
When we talk to people about working with the Northwest Financial Group team, we are often asked, “What makes you different from other financial advisor groups?” The answer is you! Our clients are what help make us unique. While most clients have common concerns about money, savings, planning, and long-term results, each is different because of the insights, challenges, circumstances, and opportunities you bring.
To help solve for a client’s various challenges, we bring a wide range of skills to the table. Our team of advisors come from a variety of backgrounds, including independent wire houses, banks, and insurance, and the diversity of our experience provides insight into the complexities of a client’s entire financial picture. As a team, we believe in collaboration so that we can take advantage of each other’s skillsets and find the best solutions for our clients. While you may work directly with just one advisor, each of us has the support from daily team meetings for education and task management.
When we meet with new clients, we are each trying to decide if we are working with the right person or group. Sometimes the answer is no and that’s OK. We cannot be everything to everyone. Instead, we focus on clients for whom we know we can add the most value, including:
We know your time is valuable and talking about money is not at the top of everyone’s discussion list, so we have developed a simple 6-step process to get you from discovery to an ongoing, easy annual goal review. Let’s talk about what you are looking for in a financial advisor and whether we are the right fit at the right time. Call us at 541-757-7701 or email us at [email protected] to find a time to talk. We look forward to meeting you.