Affiliated Advisors is proud to offer access to some of the industry’s most respected experts in marketing, client experience, technology, and a network of successful advisors supporting each other and providing a sounding board for peer feedback on new ideas and optimal solutions.
Our spring featured advisor is Robert Rafano from Financial Foundation Services. Rob helps individuals, families, and small business owners who want to develop goal-based financial planning. You can learn more about Financial Foundation Services at www.financialfoundationservices.com
Affiliated Advisors: What does Financial Foundation Services do best?
Rob: At Financial Foundation Services, we go beyond investment management to provide a comprehensive perspective of your financial situation and customize a holistic wealth plan that addresses your unique goals. Our objective is to become your primary resource for solutions to the broad range of life’s financial opportunities and challenges.
Affiliated Advisors: What should people know about Financial Foundation Services?
Rob: Our focus from the day we started was to build a practice defined by outstanding service to those searching for ways to meet their financial goals. There are many keys to offering an outstanding level of personal service, but we believe the most important one is that each and every person who represents our practice understands the importance of providing a positive client experience and focusing on the four-cornerstone concept. This allows us to lead the clients financial situation with the clearest strategy that is customized for the client and their specific situation.
Our success begins with the view that our clients deserve service based on working as a team:
- Vision Statement: ‘Your Dreams, Our Passion’
- Mission Statement: ‘Working as a team, we will help shape the future of our client’s dreams by creating, developing and applying financial strategies in a personalized manner.
- Our Values: Integrity, Teamwork, Innovation, Excellence, Trustworthiness, Responsibility.
Simply put, we will help answer two questions: 1) Will I make it? and 2) What are my financial blind spots?’
We accomplish this standard through collaboration and communication to establish client financial goals and aspirations (Will I make it?) and identify challenges (What are my blind spots?). From there, we provide tailored solutions and offer the support to help carry the client through every step of their financial journey.
Affiliated Advisors: What else should people know about you and Financial Foundation Services?
Rob: This year marks my 23rd year in the industry. I am currently training to be an instructor for the martial art Krav Maga. I volunteer my free time with the Boy Scouts of America as a board member and training committee member where I train first year Cub Scout leaders. In addition, I am an Assistant Scout Master and Committee Chair for the local troop, developing and implementing programs and training to develop our youth into leaders and provide experiences they may not otherwise have.