A consumer has a variety of options when it comes to selecting a financial advisor today. There are still the traditional advisory relationships, but there are also plenty of options available through virtual platforms due to the rapid advances in technology. It’s easier than ever to find information. In fact, it has become a little overwhelming to try and sift through it all! We don’t have a “lack of information” problem- we have a “lack of personalized information” problem. In our belief, this is the reason that personalized wealth management is here to stay.
“Am I going to be OK?” It’s one of the most common questions we get asked on a daily basis, and the answer is completely different for everyone. Whether you are in or quickly approaching retirement, considering the most efficient strategies to pay for education, looking to start a business, or just starting a family, the concerns and goals are unique to you and you alone.
At The Thigpen Group, the development and success of personal financial plans is not only rewarding for us, but truly the centerpiece of our practice. As we meet with clients and prospective clients, we hope it’s obvious that we are focused on your life and your goals. It’s why our company tagline, “Live Your Life”, is so meaningful and important to us. If we are not offering a personalized value proposition, then we are just another speck in the abundance of information. It’s also why we are focused on developing the next generation of planners, not simply advisors.
Our team has more than 50 years of combined experience in the financial service industry. This means that clients have a personal relationship with a team who has seen a vast array of situations and economic conditions and can serve as a source of empathy as well as rational thinking that only comes with industry experience. A planning relationship is invaluable during periods of uncertainty, because a plan dictates all decision making in order to maximize the probability of success. This doesn’t mean that goals and risk tolerances don’t change, so it is imperative that these be reviewed on at least an annual basis.
As fiduciaries, we must act in our clients’ best interest. Their best interest is our best interest. This is something we take much pride in, as our team is comprised of individuals who are wired to uphold the highest standard of integrity. The emphasis for 2019 is a “Focus on You”, which is an extension of these fiduciary responsibilities.
As a part of our evolving and expanded service offering, The Thigpen Group is now providing trust services and insurance planning. Both services are essential in the scope of holistic financial planning, and we look forward to serving in this additional capacity. Our team has a continued focus on the value of multi-generational planning. The family dynamic, especially in a place like our home base of Mississippi, is interwoven in people’s lives. A financial legacy plan shouldn’t be excluded from that. Whether this means including your children or parents in your planning conversations, or developing a personal plan for their immediate families, we feel this is crucial to successful multi-generational wealth. We want to help our clients create a legacy that will last not only for their lifetimes, but for generations to come.
It is our desire to see clients succeed, and we are incredibly committed to serving families in our community. Our team’s mission is to provide clients the highest level of service with an overall client experience that makes them feel highly valued and appreciated. It begins with a conversation.
