Does Portland Financial Advisors have minimum client requirements?
Although we do not have minimum client criteria, we do not accept everyone as a client. We want each client to experience exceptional value from our services. If we do not believe that we can provide exceptional value to a potential client, we will not pursue a relationship. back to top Where Do I Begin? We recommend starting with a brief phone call to understand why youre looking for help with your financial planning and, if we agree we can be of help to you, well schedule the first meeting. Our primary goal in the first meeting is to gain a better understanding of your goals, objectives, time horizon, personal beliefs, investment experience, and willingness and ability to take risk. At the conclusion of this meeting, if we mutually agree that we can meet you planning needs, well formalize the engagement by signing an agreement for services. back to top Do you sell any investment products? No. To maintain objectivity on behalf of our clients, we don’t sell any investment products, nor
