Professional
If there is one thing Harlan Satrom has learned over his career as a Wealth Management Advisor is that clients typically have one thing that’s pestering them. Sometimes they know exactly what that is and other times they don’t, but each client has their own unique challenges. In circumstances like these people may struggle to make key financial decisions for the present and their future. Harlan and his team believe you start by identifying key issues, prioritizing them, and creating an individualized plan to manage them.
It’s often business owners, people close to retirement, and people living in retirement who depend on Harlan and his personal approach. They value the confidence he has in his recommendations and the principals he and his team rely on:
Don’t sugarcoat things and be willing to have difficult conversations
Anticipate the future the best you can
Work with-in the framework of a financial plan
Recommendations must fit individual circumstances
Take the time to educate and ensure clients understand how everything comes together
When meeting with Harlan you’re always greeted with a cheerful smile, a bright hello, and a hearty handshake.
The simple fact is that he undeniably enjoys helping people in their personal and business planning.
