• Robert Thigpen and the Welcome Process

  • Dec 28 2020
  • Length: 13 mins
  • Podcast

Robert Thigpen and the Welcome Process

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  • Summary

  • 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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