Think how frustrating it would be to work on a jigsaw puzzle with only half the pieces, or a crossword with only half the clues. By treating investment, estate planning, insurance, tax and other financial elements as distinct and separate, much of the financial services industry has been doing just that.
This piecemeal process often leaves investors wondering if they really have what they need. At Springwood Financial Advisors, we take the opposite approach. We start with your dreams and goals, your opportunities and challenges, your family and the future you envision.
This piecemeal process often leaves investors wondering if they really have what they need. At Springwood Financial Advisors, we take the opposite approach. We start with your dreams and goals, your opportunities and challenges, your family and the future you envision.
Services
Springwood Financial Advisors is an independent registered investment advisory firm based in Dallas, but serving clients nationwide. We enjoy working with a diverse clientele, including active and retired corporate executives, widowed/divorced women, 401(k) plans, and multi-generational families. Think of Springwood as your Personal CFO.
Our diverse clientele demands a very broad skill set. Karen Ehmke, founding partner and principal of the firm, is a Personal Financial Specialist. The PFS designation is reserved for a small number of certified public accountants who have undertaken extensive additional training to provide investment and wealth management guidance.
Nonetheless, I've found the most productive client relationships I've had have not only been serious. They've also been fun. The real beauty in working with a small number of clients is getting to know them closely, understanding their families, careers, passions and pastimes. I really enjoy the discussion that's required to reach that level of understanding.
We have a diverse and interesting clientele that includes corporate executives, widowed/divorced women, 401(k) plans, and multi-generational families. We frequently work with clients who are experiencing life transitions, including retirement, the death of a spouse, sale of a business or divorce. Consistent with our service-rich boutique approach, we have a finite number of clients we can work with.
Reviews
Be the first to review Springwood Financial Advisors.
Write a Review
