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Robert Thigpen and the Welcome Process

Robert Thigpen and the Welcome Process

Released Monday, 28th December 2020
Good episode? Give it some love!
Robert Thigpen and the Welcome Process

Robert Thigpen and the Welcome Process

Robert Thigpen and the Welcome Process

Robert Thigpen and the Welcome Process

Monday, 28th December 2020
Good episode? Give it some love!
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Today, Ted Hoornstra introduces us to Robert Thigpen.  Robbie takes our clients through the onboarding process, and he explains what to expect when you meet the Hoornstra Financial Group - it's a process that includes:

  • Getting To Know You
  • Consolidation
  • Evaluating Options
  • Implementation
  • Evaluation and Rebalancing
  • Managing Your Expectations

The entire process takes into account your individual circumstances, not a cookie cutter approach.

For more info on the Concord Advisors and the Financial Group:

Call: 727-498-8828

Or visit them online: http://www.hfg411.com/

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