The term “relationship manager” isn’t as touchy-feely as it sounds. It isn’t someone who helps you work on your relationships. Instead, it is actually a term we at Synergetic Finance use to describe a member of our team who helps a specific individual with his financial planning and wealth management needs. Whether it is Johnny Flavin, Katie Vercio or someone else from Synergy, this person spends time developing relationships with their clients.
We’ll learn more about you, your family, your business or work and your short and long-term financial goals. We’ll also take a look at the big picture, financially speaking. When do you want to retire? What kind of lifestyle do you want? What is your sensitivity to risk? What savings and investment vehicles are you currently using?
The relationship manager helps you create a plan for reaching your financial goals now and into the future. He or she will also touch base with you regularly to see if you have any questions, to review your portfolio and to study your progress toward reaching your goals.
If you’d like to work with a relationship manager instead of a generic, impersonal agent or advisor assigned to you, give us a call at 206-386-5455 or contact us online. We’d love to tell you how a relationship manager can help you achieve financial success and wealth!
To your wealth,
Joe Maas, CFA, AVA, CFP®, ChFC, CLU®, MSFS, CCIM
President of Synergetic Finance