Creating a plan for you
Most people don't have the time, knowledge, discipline or desire to manage and grow their wealth, completely on their own. We want you to be comfortable opening-up and sharing your true concerns so that we can answer your important questions and help you make sound financial decisions. We want to know what is happening in your financial life – financial changes, grand-kids, worry about outliving your money. If it’s happening in your life, it should be in your financial plan. Our goal is to help you relax, give you confidence, and create peace of mind, knowing that you’re on the right track to meet your goals. This process begins by understanding you.
Core Values
FIDUCIARY
We serve as a fiduciary at all times and for all aspects of our relationship. Although our recommendations need to be suitable for your situation, we are held to a higher standard and must always act in your best interests.
TRANSPARENCY
We typically are not compensated by commissions but rather, we charge a fee for our services. We strive to remove any conflicts of interest and provide the best advice possible regardless of compensation.
COMMITMENT
We diligently serve as your comprehensive financial planner with clearly-defined and easy-to understand responsibilities.
INDEPENDENCE
We are not owned or controlled by any other entity and seek to implement the best possible solutions for our clients.
ORGANIZATION
We will help bring order and simplification to your financial life.
ACCOUNTABILITY
We will help you follow through on your financial plan, decisions, and commitments.
OBJECTIVITY
We bring an independent perspective to help avoid emotionally driven financial decisions.
PROACTIVITY
We help you anticipate and prepare for the evolution of your financial plan including even those unanticipated transitions.
PARTNERSHIP
We work collectively with you, not just for you.
EDUCATION
We are responsible for finding the strategies and insight needed to help your financial plan succeed.
(330) 277-4174 jpost@aanwealthadvisors.com
4450 Belden Village St. NW, Suite 704
Canton, OH 44718
Investment advisory and financial planning services offered through Advisory Alpha, LLC, a SEC Registered Investment Advisor. AAN Wealth and Advisory Alpha, LLC are separate and unaffiliated entities.