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We are Developing a
Relationship of Trust






By Paul D. Brick, CFP®
Certified Financial Planner
Stambaugh Ness Financial Strategies

The other day, a prospective client called the office looking for a financial adviser. When asked how he heard of us, he explained that he had gotten our name from the yellow pages.

We proceeded to ask questions regarding the types of services he was looking for to see if we could be of assistance. He asked all of the right questions: "How long have you been in business? What are your professional designations? Do you charge a fee for an initial consultation?"

But he did not ask for - and we did not offer - the one single piece of information that means the most to every person looking for someone to help with their financial affairs: How does he know that he can trust us?

We try envisioning ourselves wandering through the telephone book, trying to figure out "who has my best interests in mind?"

Entrusting your finances to someone is a critical decision. We are sensitive to this and provide a variety of ways to build client relationships. Educational seminars give people a chance to get to know us before establishing a working relationship. Initial consultations allow us to meet and discuss goals so that a person can become comfortable with us. This e-newsletter provides information on an ongoing basis to both clients and prospects. But one of the best ways for a person to start the financial planning relationship with a feeling of trust is to be referred by a current client.

A referral is one of the highest compliments you can pay us. We strive to do our best when you refer a friend, family member or colleague. Thank you for your continued support. If you have financial questions, please contact Paul at 717-757-6999 or 800-745-8233 or send him an email by using the email below. 


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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.

IRS Circular 230 Notice: To ensure compliance with requirements imposed by the IRS, we inform you that any US tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.

Securities and advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Geneos Wealth Management, Inc is not affiliated with Stambaugh Ness.