Hello, my name is Dave Duley, and I’m the lead adviser and principal of Georgia Advisory Group. We’ve been here in Alpharetta for over 40 years in the North Metro Atlanta area, so what I came to address to you today was the question of what makes us different and why are we different from most firms that you’re out there. And I would probably say that’s probably the best question to ask when walking into a firm or inquiring about a financial planner. I kind of use an example an analogy of walking on an airplane I know when I go onto an airplane uh whether I’m on a trip or whatever the first thing I do is I enter the plane I look to my left and what I’m looking for I’m looking into the cockpit and I’m looking for two things right I’m looking for no hair or gray hair now I don’t care the fact that those two guys sitting up there or both women sitting up there had passed their exam flying a plane what I’m more interested in is uh how long they’ve been around had they navigated through uh the thunderstorms the markets uh have they been when they’ve lost an engine and had to get the plane safely on the ground, uh you know combined just with our top three principles here at Georgia Advisory Group we’ve got over 120 years experience in the financial industry
So, that’s uh that’s pretty important so the experience does make a difference where you’ve been through every Market that you can imagine and even family situation whether it’s divorce or estate planning or tax preparation that you’ve seen about everything that’s out there so that’s important number one experience number two I would say to you is uh a holistic approach or comprehensive approach in today’s environment it seems like everything’s getting sliced up uh if I need to get my taxes I go see a CPA If I need to get a will done, I’ve got to go see an attorney. If, you know, I need someone to look at my money or stocks or bonds or whatever I’m doing in the stock market, I go see my finance adviser. We take a holistic approach here at Georgia Visor Group; we have all of the things I mentioned earlier, as well as portfolio managers and traders right here in the office, so we don’t outsource your funds at all; everything is done right here.
So you can talk to the trader himself or herself. We’ve got a full-time CPA. He’s been with us for over 25 years, so as far as business, personal, or family tax returns, we do it all right here and we coordinate with one another because that’s important when you’re doing financial planning or making trades that you’re doing in a tax-efficient manner. We’ve got insurance experts. We get a lot of people who come to us and say, “Hey, I bought this annuity, I’ve got this life insurance; would you look over it to make sure I made the right purchase, or is something outdated?” We have all of that right here at Georgia Advisor Group, so we have a long list.
It’s nice to go somewhere where you can get everything done in one place, so experience number one would be a comprehensive approach, number two is why I would tell you that we’re different than a lot of firms, and probably third and most important is the way we approach; we’re a conservative firm. I’m going to start by saying that, and to me, the most important of the three that I’m going to talk about is protection: protecting your portfolio and your money. Out of all the assets that you’ve got out there, probably one of the greatest outsides of your home is your accounts: your IRA, your 401k, your joint account that you’ve got together, and your savings. Your Investments, uh, so I always ask people, “Listen, you’ve got homeowners insurance.” You’ve got car insurance. Most likely, they’ve got life insurance.
Why would you not insure your portfolio now? And I’ve got other videos that will be coming out in detail to go into 10 to 15 minutes talking about how to protect your portfolio, so it’ll give you a more in-depth dive into how to do that, but it’s important to understand how to protect your portfolio, and we do it by trading options, so that’s important for us to understand. Imagine if that was you and you were going to retire a year or two years from now and you’re seeing your assets that you’ve saved up your entire life depleted by 20 to 30 percent like we’re seeing now and there’s no end in sight it’s going to be some time before we get back to where we’re going to go and imagine if you were taking income on that while the market is dropping you’re juggling
So, you can talk to the trader himself or herself. We’ve got a full-time CPA. He’s been with us for over 25 years, so as far as business, personal, or family tax returns go, we do it all right here, and we coordinate with one another because that’s important when you’re doing financial planning or making trades that you’re doing in a tax-efficient manner. We’ve got insurance experts. We get a lot of people who come to us and say, “Hey, I bought this annuity; I’ve got this life insurance; would you look over it to make sure I made the right purchase or is there something outdated?” We have all of that right here at Georgia Advisor Group, so we have a long list. It’s nice to go somewhere where you can get everything done in one place, so experience number one would be a comprehensive approach. Number two, is why I would tell you that we’re different than a lot of firms, and probably the third and most important is the way we approach; we’re a conservative firm. I’m going to start by saying that, and to me, the most important of the three I’m going to talk about is protection: protecting your portfolio and your money.
Out of all the assets that you’ve got out there, probably one of the greatest outsides of your home is your accounts: your IRA, your 401k, your joint account that you’ve got together, and your savings. Your Investments, uh, so I always ask people, “Listen, you’ve got homeowners insurance.” You’ve got car insurance. Most likely, they’ve got life insurance. Why would you not insure your portfolio now? And I’ve got other videos that will be coming out in detail to go into 10 to 15 minutes talking about how to protect your portfolio, so it’ll give you a more in-depth dive into how to do that, but it’s important to understand how to protect your portfolio, and we do it by trading options, so that’s important for us to understand. Imagine if that was you and you were going to retire a year or two years from now and you’re seeing your assets that you’ve saved up your entire life depleted by 20 to 30 percent like we’re seeing now and there’s no end in sight. It’s going to be some time before we get back to where we’re going to go. And imagine if you were taking income on that while the market is dropping. You’re juggling.
