Endlessly Proactive
“Every time we meet with them, more things are being checked off the list. That gives us a sense of accomplishment. It’s a great feeling!”
CGF Client
(unpaid testimonial, 12/18/20)
Our Pledge to You
Beyond the Balance Sheet
We frequently hear that what clients value most about us is intangible. They value the way we help them envision what they’ve never thought of before, by:
- Presenting information in a way they can readily understand
- Being fanatical about preparation before we meet with them
- Having the wisdom to listen more than we speak
- Being easy to reach on the phone!
None of this is by mistake.
In fact, we’ve tailored our whole business around these values. We ensure our clients’ financial lives are so organized that we are their first call if a life event happens.
Let's talk possibilities!
The Colton Groome Pledge
We make this promise to you.
Roll over these core values to see how we serve our clients.
Possibilities
"They helped us explore and articulate our goals. They have made us much more forward thinking than we would have been on our own."
~ CGF Client (unpaid testimonial, 12/18/20)
Perspective
"You've been a terrific 'mediator' to help us understand how differently we each approach risk. By helping us see that, our risk tolerance has shifted and we get along better."
~ CGF Client (unpaid testimonial, 12/18/20)
Organization
"Now we can go to our custom website and see exactly where we stand, with everything live on one page. We never could have done that on our own."
~ CGF Client (unpaid testimonial, 12/18/20)
Wisdom
"This is what I've been missing my whole life - people wise enough I can use as a sounding board for my ideas about my financial life."
~ CGF Client (unpaid testimonial, 12/22/20)
Readiness
"You helped us increase cashflow rather than always reinvesting like we had for 40 years. It's allowed us to travel more and has really changed our lifestyle for the better."
~ CGF Client (unpaid testimonial, 12/15/20)
Follow-through
"They didn't rest once they landed us as clients. We like that they continue to look for new ways to improve our situation, that they aren't just sitting on our assets to earn fees."
~ CGF Client (unpaid testimonial, 12/18/20)
Reliance
"These are the people I want advising my family if I'm not around, so they don't struggle with uncertainty about making the right decisions."
~ CGF Client (unpaid testimonial, 12/22/20)
Click through these core values to see how we serve our clients.
EMPTY - DO NOTE DELETE!
Possibilities
Our conversations are designed to expand your thinking. You will gain knowledge, be fully equipped to conquer the unknowns, and see your financial world in a new light.
“They helped us explore and articulate our goals. They have made us much more forward thinking than we would have been on our own.”
~ CGF Client (unpaid testimonial, 12/18/20)
Perspective
We share insights to help you avoid financial decisions based on emotion. Couples may even experience a new financial peace in their household.
“You’ve been a terrific ‘mediator’ to help us understand how differently we each approach risk. By helping us see that, our risk tolerance has shifted and we get along better.”
~ CGF Client (unpaid testimonial, 12/18/20)
Organization
We will help you organize and master your financial life.
“Now we can go to our custom website and see exactly where we stand, with everything live on one page. We never could have done that on our own.”
~ CGF Client (unpaid testimonial, 12/18/20)
Wisdom
You will gain specific knowledge to help you succeed on your individual path.
“This is what I’ve been missing my whole life – people wise enough I can use as a sounding board for my ideas about my financial life.”
~ CGF Client (unpaid testimonial, 12/22/20)
Readiness
We ensure you are proactive in anticipating key transitions in your life.
“You helped us increase cashflow rather than always reinvesting like we had for 40 years. It’s allowed us to travel more and has really changed our lifestyle for the better.”
~ CGF Client (unpaid testimonial, 12/15/20)
Follow-through
We help you keep your financial commitments so your plans succeed. Then we continue to follow through, staying in contact to help you check off each step you’ve decided to take.
“They didn’t rest once they landed us as clients. We like that they continue to look for new ways to improve our situation, that they aren’t just sitting on our assets to earn fees.”
~ CGF Client (unpaid testimonial, 12/18/20)
Reliance
As you lean into and trust our partnership, you will gain the peace of mind that comes with true prosperity.
“These are the people I want advising my family if I’m not around, so they don’t struggle with uncertainty about making the right decisions.”
~ CGF Client (unpaid testimonial, 12/22/20)
Now that you know how we work,
Let's Talk Possibilities
An initial consult will answer your questions and help us both assess a mutual good fit for your needs.
Company Disclosures
Form CRS (Client Relationship Summary)
Privacy Policy
Form ADV Part 2A
Colton Groome Financial
1127-B Hendersonville Rd.
Asheville, NC 28803
Tel - (828) 252-1816
Fax - (828) 254-5895
info@coltongroome.com
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, and Certified Financial Planner™, in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
This testimonial was provided by current client. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.
Fee-based Financial Planning and Asset Management Services offered through Colton Groome Financial Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, Ohio 44333-2431, 1-800-765-5201. Colton Groome Financial, and Colton Groome Financial Advisors, LLC are separate entities from Valmark Securities, Inc.
Colton Groome Financial Advisors, LLC is a Registered Investment Advisor (RIA). Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. This material is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results. Colton Groome Financial Advisors, LLC has exercised reasonable professional care and diligence in the collection, analysis, and reporting of this information but has not independently verified, validated, or audited the data. Colton Groome Financial Advisors, LLC makes no representations or warranties with respect to the accuracy of the information, nor whether it is suitable for the purposes to which it is put by users. Colton Groome Financial Advisors, LLC and its subsidiaries shall not be liable to any user of this report or to any other person or entity for any inaccuracy of this information or any errors or omissions in its content, regardless of the cause of such inaccuracy, error or omission. Furthermore, in no event shall Colton Groome Financial Advisors, LLC be liable for consequential, incidental or punitive damages to any person or entity for any matter relating to this information.
