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Our philosophy
We have five core business beliefs. We believe:
- A client/advisor relationship should be first a meeting of the hearts – and second, a meeting of the minds. Your relationship to money is a personal one. Your relationship with the person advising you on how to manage it should be, too. It’s important to choose an advisor with whom you have a good personal connection.
- Hope is not a strategy. To merely “hope things will work out” can be dangerous. Prudent money management requires a proactive approach and well thought-out strategy.
- Bad behavior can destroy wealth. Beyond the obvious risk of market fluctuations, investors must examine their own behavior. Many people make systematic errors in the way that they think―the media influences them to become over- or underconfident, they put too much weight on recent experience, they become emotionally attached to decisions, etc.
- Everyone should stike a balance between living for today and planning for tomorrow. There needs to be a balance between saving and spending. Too often, people focus on one or the other. As a result, they either miss out on the pleasure of living in the moment or threaten the opportunity to live their dreams in retirement.
- Most people are completely unprepared for the confusion and conflict that follows the death of a loved one. All too often death is “unexpected” and lack of organization and preparedness results in loved one’s experiencing added, unnecessary stress and hardship — everything from family disputes and lack of clarity about final wishes to costly mistakes about the individuals’ personal matters.In support of this belief, Colgan Capital proudly offers you our nationally renowned personal legacy planning service that empowers you to preserve your values, memories and final wishes to ensure you leave loved ones with clarity and inspiration.
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