Our Approach
Get to know Kingsman Wealth Management’s financial planning and investment approach for our clients in Pensacola, Chatanooga, and across the country.
Help On Your Journey
Our approach to financial advising begins with you. You are the heart of our business. We put our time and energy into meeting you on your financial journey.
In your first meeting with one of our advisors, we will ask about your financial goals and needs. Having an honest conversation about your current assets and debts, risk tolerance, and timeline to achieve your financial goals will help us create a strategic plan for you.
We will provide continuous support and education on tax savings, retirement, charitable giving and education saving throughout your financial journey. As your life changes, we will re-evaluate your plan to meet your changing needs. Our goal is to give you peace of mind about your financial situation.
"Money, like emotions, is something you must control to keep your life on the right track."
— Natasha Munson
FAQs
What is a fiduciary financial advisor?
A fiduciary financial advisor has to pursue their client's best interests over their own. Along with committing to put you first, a fiduciary must disclose any potential conflicts of interest and avoid self-dealing. In contrast, regular financial advisors can make recommendations based on their self-interest such as making a recommendation to receive a commission. We do not receive any commissions, gifts, or benefits from the products we recommend.
Why should I trust a financial advisor when I can invest on my own?
If you needed surgery, you wouldn’t turn to YouTube to teach you how. You would go to a surgeon and trust in their training and expertise. When it comes to your financial health, it's wise to also trust an expert who is committed to serving your best interest. You are most likely to achieve your financial goals when you trust in our skills, training, and experience.
How is Kingsman Wealth Management different?
You are the heart of our business. Our advisors entered the financial industry to serve you and help you live the most fulfilled and enriching life you can. Our personalized approach to financial advising sets us apart.
Let us help you on your journey.
Find out how we can serve you! Call now or email us to schedule a complimentary consultation to discuss your financial future.
