Carmel Valley Office
13766 Center Street
"You can get everything in life you want, if you'll just help enough other people get what they want." -- Zig Ziglar
I first heard those words nearly 40 years ago. I thought that they were simple, elegant and profound. All around me, advisors were building their practices based on the bottom line. To me, that just didn't feel right. I wanted something different. I wanted a business based on the concept that the client's needs and desires were to be placed at the forefront with how my business would be run.
I call it "The Human Approach."
You are a real person, with real problems, real needs, and real concerns. I believe that you are not just a number or a statistic or merely the next person in line. And that is why I say,
"My Business is You."
Financial Planning, Estate Planning and Asset Management should be about you, the client. My job, though at time complex, is at its core, simple. My job is to listen, to learn and understand what you want and need, and then systematically find the kind of solutions that are the most suitable for solving those issues for you.
At its foundation, I am a problem solver.
If what you read resonates with your thinking, there is one thing you can do to move forward. Click HERE and give me a way to connect with you. Your information stays with me and all that you are agreeing to is a short conversation. You have nothing to lose and, hopefully, a pathway to solving many of your concerns.
Bring your financial and estate problems to me and then let's see if, together, we can find the right strategies for you.
Lannie C Wright