ABOUT OUR ASSOCIATES
Putting You First
It’s not about us. It’s about you. When we enter a client engagement, we are focused on how we can help you achieve your objectives. A Consultus advisor (Associate) in our St. George office will work with you to balance your retirement objectives with your own economic outlook, personal values, and knowledge about money.
One way we support that objective is the fee-based financial planning model that we adopted years ago. We want to be able to solve your problems and help you reach your goals—even if that work does not result in the sale of products or management services. Your fee also allows your associate to involve members of our advisory team.
Education, Training, and Experience
When you enter a client engagement with Consultus, you are working with a company that adheres to its mission. We place a high degree of importance on education, training, and professionalism. The Associates in our firm have typically earned degrees in business, finance, or accounting. They hold professional designations, or are working to obtain them. We also provide incentives for our associates to continue learning and obtaining additional designations.
Your Associate will guide you through the five-step financial planning process.