The distinctions that make our difference
When seeking a trusted financial counsel, there are many important criteria to consider. Finding the right fit can play an essential role in your financial independence and well-being and that of your family or organization. Here is an overview of the factors we believe set us apart from the typical advisory firm.
Pat Renn and Kathryn Edmunds have more than 60 years of combined experience in financial planning and wealth management. They both hold the professional designation of Certified Financial Planner™ practitioner, one of the most respected credentials and a recognized standard of excellence in personal financial planning. Pat, Kathryn and the rest of The Renn Wealth Management Group team have worked together for over 15 years.
Our thorough planning approach helps us to be involved in all aspects of our clients’ financial lives. We typically incorporate our 12/4/2 customized client service plan with each client to stay on top of changes in the financial and tax environment as well as changes within our client families.
By deliberately limiting the number of clients we serve, we are able to provide a very individualized and detailed level of service. We are diligently hands-on and client-centric. Our goal is always this – that no stone is left unturned, no detail is left unaddressed, and no need is left untended.
Much like the multigenerational families we serve, our team itself is made up of multiple generations. Having financial advisors in different life stages like our clients’ families gives us the ability to better understand the mindset of each family member and look at things from different perspectives. We collaborate to serve you as one fully engaged and focused team.
We generally create a complete and customized financial plan at the start of each client relationship and routinely review it during our client meetings to help ensure that it remains on track, and make any revisions as needed. We use innovative financial planning software to help align our financial recommendations with your unique vision of retirement and other personal goals. The plan we ultimately create for you is as individual as you and your goals.