We all seek balance—as much in our portfolios—as in life and work. But whether we achieve that balance in our financial life is contingent upon a dialogue with ourselves and with our financial advisor. Randy makes the most of his expertise in three different areas—banking, insurance, and investments—and the benefit to his clients is that he is not singularly focused upon one avenue over another. It allows his clients a greater number of options, assures a greater balance in their overall financial picture, and can translate to greater success in achieving their goals.
Randy is equally aware that balance requires adjustments, and that financial planning is not a static state. As life's changes and challenges present themselves, maintaining a sense of balance becomes increasingly important. Acting in accordance with a particular outlined strategy works only if that course of action is still appropriate. Balance is achieved not by reacting to external circumstances, however, but rather by assessing whether or not it is indeed time to take action. Randy well knows that taking action at the appropriate time is the key to successfully maintaining one's financial footing, and that is the foundation upon which the future sits in balance.