Frequently Asked Questions
Click the questions below to jump to the answers:
- Who can benefit most from Connemara Groups’s financial planning services?
- Who would not be a good fit?
- What is a fiduciary and why is it important?
Who can benefit most from Connemara Groups’s financial planning services?
Connemara Group is a good fit for those who are confident in their own abilities yet refreshingly unpretentious and fully aware of their own unique gifts and limitations.
We find that the best clients are already doing the right things. These individuals find it hard to stay current, however, as a result of busy careers, families, and outside interests. They appreciate having someone experienced and trustworthy who can review things periodically and who has access to planning software to help them stay on track.
Clients include affluent young and mid-career professionals; executives in the private, public, and not-for-profit sectors; and federal as well as private pre-retirees and retirees.
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Who would not be a good fit?
Individuals who spend more than they earn or struggle with debt. Day traders or stock pickers looking for a brokerage-type relationship. Individuals who want to delegate all financial decisions and desire a “high-touch” relationship with their advisor.
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What is a fiduciary and why is it important?
A fiduciary advisor is under oath to always avoid conflict of interest and operate with full transparency. In contrast, as the law currently stands, broker dealers, insurance salespersons and advisors operating under the “suitability standard” are merely required to ensure an investment is suitable for a client at the time of the investment. Connemara Group operates under the fiduciary oath and adheres to the Institute for the Fiduciary Standard’s Code of Conduct to ensure our clients’ best interests are always protected. We have been and will always be fiduciaries.
Recently John Oliver produced a video highlighting the difference in his irreverent comedic style. It is posted below.