We believe Wealth Management is a repeating cycle of…

• Evaluating our clients short term needs
  
• Understanding their long term objectives
  
• Recommending specific actions
  
• Investing assets to meet those needs and objectives
  
• Meeting regularly to evaluate progress and identify any new challenges or goals that are inevitable with life changes
  

Communication

• We believe that consistent communication with our clients is the essential ingredient to successful long-term wealth management.
  
• We believe that investing the time and energy to diligently answer the small questions can lead to BIG question answers.
  
• We believe it is okay to say:” I don’t know, but I will find out.”
  
• We believe successful long term wealth management requires proactive collaboration with our clients trusted advisors (tax professionals, attorneys, insurance providers, etc...)
  

Investment

• We believe there is no investing: “silver bullet.” It is our role to effectively explain what we are recommending and why, so that clients can make intelligent and informed decisions.
  
• We believe each client is unique with distinct needs, goals, and objectives. As such, we seek to customize our communications, wealth management and investing process to suit each family.
  
• We believe the outcome of a long-term financial discipline is the privilege of having good financial CHOICES. Preserving the family’s ability to have high-quality future financial choices is essential to our team’s mission.
  
• We strive to make decisions based on what we KNOW and not what we THINK.
  
• We believe it is important for our investment process to be flexible so that we may respond immediately to changing client needs and objectives.
  

Mahurin Team Beliefs

• It is our reaction to market fluctuation and not the market fluctuation themselves which often determine investing success.
  
• We are not forecasters.
  
• We prefer to average up and not down.
  
• We seek consistent efficiency.
  
• We define long-term as multi-generational.
  
• We believe investments which consistently earn less than their dividends will inevitably disappoint.
  

Please Contact Our Team Today For More Information:

270-781-1691

Email: Mahuringroup@rwbaird.com