What's the worst kind of financial plan?
THE ONE THAT DOESN'T GET IMPLEMENTED.
At the end of the day, it doesn’t matter whether your plan is too risky.
Or whether it’s too safe, or whether it just doesn’t make sense in the real world.
If it’s not right for you, it won’t help you achieve your financial goals.
And that, to us, is the very definition of failure.
THAT'S WHY, AT LONGLEAF ADVISORS, WE PUT YOUR NEEDS FIRST.
We help make principled, financial decisions that are right for your goals and risk tolerance. We realize that your net worth is tied up in your business, so our investing approach isn’t what you’d call “sexy.” In fact, it’s about the farthest thing from it.
BUT OUR INVESTING APPROACH IS GROUNDED IN TWO TRUTHS:
HERE'S THE SHORT VERSION
If you need guidance in your business or your life, of course we’ll provide it. But we’ll also be there to help you put it into action. And you can trust that we’ll listen to you, provide sound advice, and help you meet your goals.
AFTER ALL, YOUR BUSINESS IS IMPORTANT TO US
and at Longleaf Advisors
your business is our business—and we exist only to help you succeed.
Check the background of this investment professional on FINRA’s BrokerCheck.
Securities and investment advisory services offered through Cetera Advisor Networks LLC, member FINRA / SIPC
Cetera is under separate ownership from any other named entity.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisory listed. For additional information please contact the advisor(s) listed on the site or visit the Cetera Advisor Networks LLC site at www.ceteraadvisorsnetworks.com.
SIPC | FINRA | Privacy Policy | Important Information | Business Continuity Plan
Securities and investment advisory services offered through Cetera Advisor Networks LLC, member FINRA / SIPC
Cetera is under separate ownership from any other named entity.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisory listed. For additional information please contact the advisor(s) listed on the site or visit the Cetera Advisor Networks LLC site at www.ceteraadvisorsnetworks.com.
SIPC | FINRA | Privacy Policy