Here, There and Everywhere

Here, There and Everywhere
26 Dec 2016

Hi, again! It’s Matt from AskForMatt.com, and today, I’m writing about a client’s call about her upcoming review and her biggest concern. She said that the older she gets, the less confident she feels driving. Sounds reasonable, right? It seems that earlier in the week she had both a doctor and dentist appointment. Luckily, her daughter was able to ride with her and accompany her to the appointments, as she isn’t really that comfortable driving in Cedar Rapids anymore. What she was getting at is that she wanted to have her review at HER house and not at OUR office.

Everyday, 10,000 people turn 65 years old. As we age, our physical needs change. Today, the average investment advisor is in their mid- to late- 50’s, so it happens in my business, as well. If that average investment advisor is a single person shop, what happens when it’s time for them to go on vacation, to a grandkids baseball game or even retire? More specifically, what happens to YOU and your needs when a major life event occurs? When you need their advice and guidance, will they be there?

At Premier Investments of Iowa, we separate ourselves by the service we offer. We create and maintain relationships with each of our clients. I’m 34 years old, and I plan on being there as long as my clients need me. If that requires me to spend a little more windshield time to meet you where you are…that’s why I’m here.

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I’ve had the great experience of working with people who have had much success over many years. Gary Speicher-40+ years…Jeff Johnston-25 years…Brock Renner and Jonas Everett-20 years each. Not only that, I work with younger advisors who understand how technology is changing the face of investing today, and it wraps so well into our model: At Premier, our staff is trained and focused on making sure you have your needs taken care of as quickly and thoroughly as possible.

We take seriously the idea of “The Bus.” If I were to get hit by a bus today, another advisor will be ready to step in for you and your financial future. They know how I treat my clients and what our protocols are in the office. The same goes for my colleagues if one of the other advisors needs my help…

When you are approaching retirement and are looking for that “go to” advisor, here are some things to consider:

-Is your advisor part of a team?
-Do they have staff in the office during business hours that can take care of your needs?
-Is your advisor going to retire at the same time you do?
-If they are older or the same age as you, what is their succession plan for YOU?

As usual, if you have a question, feel free to go to AskForMatt.com and get in touch…I’m always ready to talk to you!

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Matt Westberry

As an independent financial professional, Matthew R. Westberry’s goal is to help you create a personalized investment plan that is unique to your situation, attitude and goals. He is dedicated to building long term relationships and providing continued service to ensure that your objectives are met. Matt takes a personalized approach with his clients, he will sit down at your kitchen table, take the complex issues facing retirees & pre-retirees and put together a comprehensive, easy to understand plan that will help you achieve your financial goals. Matt graduated from Coe College in 2005 where he majored in Business Administration and Economics. Matt is currently enrolled in The American College of Financial Services Certified Financial Program. He believes that continuing his education benefits both him and his clients. Matt is currently an Investment Advisor Representative with Cambridge Investment Research, Inc. He holds the series 6, 7, 63 and 65 licenses as well as accident, health and life insurance licenses. Matt currently resides in Marion, IA with his wife Cassandra and son Landry.