Broker Check

What Makes us Different?

My business is different from other businesses in a few ways. Like many people, I have a desire to help others. I want to help people with things that are truly important to them and their families. Money has always seemed very important to me. Insurance is important. Planning is important. But most people seem to struggle with all of those things. So why not use my strengths to help people with these immensely important things that come easily to me? Here's what makes my firm different:

1. MY COMMITMENT TO HELP

Like many people, I have a desire to help others. I want to help people with things that are truly important to them and their families. Money has always seemed very important to me. Insurance is important. Planning is important. But most people seem to struggle with all of those things. So why not use my strengths to help people with these immensely important things that come easily to me?

2. MY INDEPENDENCE

I chose to become an independent financial advisor so that I wouldn’t be limited in the ways that I can serve my clients. I am not tied to any company, product, or ideology, so I can do what is genuinely in your best interest. Also, when I retire some day, I will be able to make the decision of how best to continue to serve them instead of leaving them at the mercy of a big corporation.

3. I ONLY TAKE ON CLIENTS I BELIEVE I CAN HELP

I love that in my line of work I get to choose who I work with. I always strive to only take on new clients who I believe I can help. Because I sincerely care about them, I work hard for my clients and take my responsibility to them very seriously. They know that I will work hard to help make sure things are taken care of and done according to their plan.

4. MY COMMITMENT TO TRANSPARENCY

I am committed to providing real value in what I do, with reasonable fees that are clear. I aim to make a complicated process simple and educate you to make your own financial decisions. I am available anytime for questions by email, phone, or in person.

5. I AM NEVER TOO BUSY TO HELP

One of the reasons I work with a select number of clients is so I can provide personalized attention and care to each client, as well as their loved ones. When you have questions about your financial future, I am here to help. If you have a friend or family member who has questions or needs unbiased advice, I am never too busy to help.

If you’re a client and you’ve enjoyed working with me, I hope you’ll refer a friend, colleague, or family member who may benefit from my services. To get in touch, call my office at (505) 369-1224 or email me at kbrown@gfainvestments.com.

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