Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Brian Widger
President, SJB Advanced Financial Strategies
In spite of the market volatility, Brian has been successfully guiding his clients to achieve maximum financial outcome without experiencing the disappointment of the market risk. His clients have the peace of mind, knowing that their nest-egg is protected from the down-curves of the market corrections.
In this day and age, we all are living healthier and longer. That’s great! So should our hard earned dollars. In transition for retirement, the accumulation of wealth and assets is paramount to the planning process. Brian’s expertise enables his clients to safely structure a path to achieve their customized goals. His clients sleep restfully each night!
Brian’s core values are his clients first. Trust and loyalty towards his clients are the foundational principles of his professional service. His unceasing commitment to clients has earned him respect in the community.
In breaking down into simple steps and bite-size pieces, Brian presents an attainable strategy so that families without financial background can easily envision their success. By using analogies and illustrations, Brian can clearly show this financial implementation is indeed a straight forward process!
With the advancement of internet and technology, Brian sets appointments remotely with his clients. His clients appreciate the convenience of meeting in the comfort of their own homes.
Brian has been in the financial service industry for 16 years. Because of the simple but meticulous financial planning for himself, Brian has been enjoying a “job-optional” life style throughout his professional career. Having visited the continents of North and South America, Asia and Europe, Brian is an avid world traveller. He is an enthusiastic Spanish-language learner. He has great passion in the realm of alternative energy.
Brian will look forward to sharing his knowledge with you.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.