Frequently Asked Questions

We’re often asked questions about our business and why we do what we do.

 

What exactly do you do for your clients?


We tell people what they need to know in order to, together with us, build a plan which works toward delivering the results they want in the next phase of life.


How do you make that happen?

We work through a three-phase process with our clients and their attorneys, lawyers, advisors and even family members to create a plan that the client has a contributing part in.


What kind of clients do you work with most often?

Those clients approaching a change of life, who are goal-minded, who are financial delegators and are able to place the day-to-day management tasks in the trust of our team are able to glean the most from our process of mutual respect and goal-sharing.


Why should I work with Ayers Financial Services over another advisor?

After more than 20 years owning our family business, we can say with certainty that we love what we do. To us, financial planning is about more than funds and allocation; it’s about empowering our customers so they make informed decisions. It’s about coaching and working with customers who understand that money is a necessary tool but it’s to help them live fulfilled lives and leave a desired legacy. And this is truly our life’s work.


What’s the process to become a client?

Interested parties are scheduled for a free initial consultation to determine with us if there is potential for a great working relationship.


What’s required of the client once they’ve signed with Ayers?

We ask for a minimum of one meeting over the course of the first 12 months to gather the needed information from you. We then share back with you our advice and next steps toward completing a financial plan. We believe in building relationships where our clients are like our family, and we enjoy working with clients who are willing to invest the time it takes to build such a partnership.