As an independent financial professional, Hibernia Wealth Management’s primary goal is to help individuals, families, and small business owners better understand their financial situation and planning strategies for retirement. Whether clients have a question regarding building their assets or developing a consistent income for retirement, we seek to inform them on the upsides and downsides so they can act as a partner in the decision-making process.
A Client-Centered Process
We believe that it’s critical for a financial professional to understand each client’s individual dreams, goals, and objectives. When first meeting with a new client, we talk at length about the client’s philosophies regarding money, their hopes and goals, and how they visualize their retirement years. A critical question we address with clients is what they want their relationship with our advisors to be. By understanding how closely or actively a client wants to work with us, we can better ensure we meet their expectations.
Throughout the process of understanding the client’s objectives and developing strategies that align, we always put the client first. By doing so, we seek to help clients feel confident in their financial future as they prepare for and live in retirement.