Best Not Biggest

Grow, grow, grow. More, more, more.

If we don’t define enough, we chase more.

Growth is commonly viewed as a metric of success and can take over the primary motive of a business. To be fair, more growth means you are both helping more people with your product or service externally and providing more opportunity for employee advancement internally.

However, when your focus is only on becoming the biggest, you may lose sight of becoming the best.

I started Retire To Tellico, LLC because I wanted to be the best, not the biggest.

I plan to keep my client load lower than the industry average because I believe in giving better service than that defined by the industry average.

I’ve created a service calendar, so you know what to expect and when. This is a proactive service to help you minimize your lifetime taxes and maximize your long-term wealth.

It is not okay to charge we what charge as an industry and offer a reactive, conflicted service.

There is a reason why commission advisors tend to sell annuities (large commission) and why percentage of assets under management advisors tend to avoid annuities (less assets to manage and bill). When you’re only tool is a hammer, you tend to see every problem as a nail. That is why I’ve chosen to be fee-only, flat-fee advisor and live by the following 3 core values:

• Transparency – You are the only way I get paid; you know exactly how much and how often, and I have no other financial incentive behind any of my advice. Educator, not salesman.
• Curiosity – I am committed to life-long learning and improvement. I challenge myself to explore new possibilities assessing all options and applying the best solution. Deeper, not dismissive.
• Empathy – In the age of artificial intelligence and super computers, empathy is the uniquely human component of advice. I listen to understand your financial concerns. I care, not criticize.

In my opinion, that is how you become the best, not biggest.