Your Financial Guide
Recently, we were hunting with a client and the subject of Red Door’s services came up. He said to us, “You guys are similar to a hunting guide.” Intrigued, we asked him to tell us more.
He proceeded to explain that being a good hunting or fishing guide takes three things. Each item is harder to come by than the one before it, with the third being the most important and hardest to attain. First, you must have access. Whether it is the right fishing hole, the best neck of the woods, or in our case, access to institutional resources through our Charles Schwab connection, entry is the first step. We agreed that anyone can hunt or invest without a guide, but there are advantages to using one.
The second component he mentioned is having proper equipment. Again, we agreed that anyone can acquire these items, but this can come with unnecessary costs. You can purchase all kinds of hunting gear, but why spend the money if someone else will provide it for you? Red Door already has all of the resources and tools available to help navigate the financial world for our clients.
Finally, he related that he could always come up with the first two, but his results were always better with a well-trained guide. Once you have acquired the access and the right equipment, it takes the skill of a guide to make it successful – to bag your limit or land that fish. It wasn’t until a friend referred him to a good guide that he realized skill was the most important part of a hunt. He expressed that Red Door’s sound advice provided him with all three of these fundamental elements to produce the necessary returns to keep his family’s financial plan on course.
So, with this new way of looking at ourselves and the services we provide, we hope these thoughts will resonate with you. We appreciate the opportunity to be your guide.