Here is Renee's interview with Hammond Iles Wealth Advisors' Greg Hammond and Scott Iles.
They share great tips for investing in in the holidays!
A Message from Hammond Iles:
The tremendous challenges and uncertainties of this past year caused us to reflect and realize an even deeper appreciation for our families and the important people in our lives, especially as we continue to maintain our quarantine and socially distanced lifestyle.
Our mission at Hammond Iles is to awaken dreams and empower investors across three generations to live a life of freedom and fulfillment. With our commitment to transforming investing and empowering investors across three generations, we are excited to announce our 2021 Focus on Families initiative. This year we will make an extra effort to work with families across multiple generations so everyone important to you can have more comfort and confidence in their investments and planning. Throughout this year you will hear more about our efforts to empower investors across multiple generations. Here are some of the ways we will provide more support and coaching for families:
- We eliminated our investment account minimums to provide new investors an opportunity to begin securing their financial future, no matter the starting point. We all start small.
- Effective April 1, 2021, all investment advisory fees will be reduced to 1.00% or less. All clients with an investment advisory fee above this limit will receive an email or mailing with more information about reducing your fee.
- There are no additional fees or charges for small investment accounts.
- All free monthly education workshops will be virtual meetings on Zoom so you and your family can join us from anywhere in the world.
- We are developing a library of short, informational videos on investing and various financial topics to be available whenever and wherever you or your family might want some guidance or information.
- Keep an eye out for the NEW Hammond Iles app! This will give you the opportunity to use a quick, safe and secure way to view and access your investment information anytime.
- We are expanding our financial planning services. We can help you create a clear path to purposeful living in any stage of life. It is never too early or late to plan.
- We are using new technology to organize and consolidate your financial and legal records in one central place. Organized financial records will simplify your life, provide more confidence, and they are one of the greatest gifts you can give your family and beneficiaries. FAMILY AND FRIENDS
- We are offering family meetings. Whether it is to host a family conversation around investing or includes someone who should be aware of your accounts and financial plans, we want to connect with your family. We encourage you to invite your children, grandchildren or other trusted individuals to one of our meetings with you.
- Every client will be asked to designate a trusted contact person. We will collect the information so we can protect you and your investments.
Studies show that many of us grow up learning about money by watching the people around us. Money is a subject most families do not talk about while financial information bombards us from multiple directions. Often people discover an investing process through trial and error, a process that is not effective. We want to change this. We are committed to providing a voice of truth about money based on the science of empirically-tested, Nobel Prize winning academic investing principles.
We hope the steps and actions outlined above will make a meaningful difference in your life and for your family members. As your financial coach we are excited about guiding you to create a strong and secure financial future.
Your Money Your Purpose
The Financial Freedom Podcast
AIRS SATURDAYS ON ESPN 97.9, AND 10:30 AM ON NEWS RADIO 1140 AM/100.9 FM
Financial coaches Greg Hammond and Scott Iles offer a unique, straight talking and often funny boost to your week as they interview inspiring thought leaders, storytellers, entrepreneurs, influencers and legacy builders on true purpose, mastering money, and boldly stepping into the future.
Visit hiwealth.com to hear more of the Your Money Your Purpose Podcast!
About Hammond Iles Wealth Advisors
For three decades we’ve guided clients and their families to uncover what inspires you, and what’s most important to you. With this at the heart, we help you organize your finances, learn about investing, and truly understand how your financial plan and investments fit together with your purpose in life.
As trusted investment advisors and experienced financial coaches, we not only give you the tools and strategies for success, we encourage you to accomplish more than you may have previously believed was possible.