“Having faith in the person you’re working with is crucial, and I have total trust in Ginger and Premier.”
Brian D. has been a Premier client since the beginning – more than 30 years. His professional life as a surgeon has been marked by dedication and excellence. As he transitioned from a bustling career to semi-retirement, Premier has been a cornerstone in managing his financial affairs.
Financial peace of mind is the hallmark of Premier Financial Group, embodying our commitment to providing clients with reliable and comprehensive financial planning. So we were thrilled when Brian offered to share his experience working with Premier and how our approach contributes to peace of mind — for him and his family.
Financial and Overall Peace of Mind
Working with a dedicated and ethical financial planning team has helped Brian navigate his financial life with confidence and ease. From efficient investing and disciplined saving to comprehensive tax planning and generational financial advice, Premier has been a steadfast partner in achieving Brian’s financial goals.
Ginger and the team have consistently demonstrated their dedication, ethical standards, and expertise, earning his unwavering trust.
As he aptly puts it, “The peace of mind is worth a lot. It really is. If I didn’t have that trust, life would be pretty miserable.”
Holistic Financial Planning
Brian’s disciplined approach to saving and investing has been facilitated by the expertise of Premier president, principal, and advisor Ginger Weber, CFPⓇ and her team. The emphasis on efficient and ethical financial strategies has resonated deeply with Brian, aligning with his values and long-term goals.
A key aspect of his financial planning has been his commitment to saving a significant portion of his income, regardless of market fluctuations. The collaborative effort with Ginger to remain fully invested and maintain a diverse portfolio has helped allow Brian to navigate the ups and downs of the financial markets.
Tax planning has also played a critical role in Brian’s financial strategy. He said that Ginger’s advice “extends beyond just financial planning; it includes practical tax strategies to ensure my investments are as efficient as possible.”
Overcoming Obstacles
Throughout his financial journey, Brian has faced significant challenges, from investing in an unknowingly fraudulent company to the unexpected death of a business partner. These events tested his resilience and underscored the importance of having a trusted financial advisor.
Ginger’s expertise and steady guidance helped him navigate difficult times, providing clear and sound advice to stabilize Brian’s financial situation. Her support extended beyond financial planning; she offered empathy and practical solutions to manage crises as smoothly as possible. Her approach ensured that all of Brian’s financial life were considered, from business continuity to personal financial stability. This holistic support system provided him with the confidence to overcome hurdles and continue on his path to financial peace of mind.
“I’ve experienced a lot of things in my business partnership that were tough…and have learned to be pretty cautious. And I liked the fact that Ginger has been a really good interface between me and my tax accountant — and I’ve had a few.”
Building Trust
Brian’s relationship with Premier has been built on a foundation of transparency and reliability. The ethical advice and unwavering support provided by Ginger and the Premier team have solidified a strong and lasting relationship.
Ginger’s guidance has been invaluable to Brian and his family. Her ability to explain complex financial matters clearly and provide sound advice has earned not just Brian’s trust — but the trust of his wife and daughters as well. He takes comfort in knowing that Ginger is a reliable resource. This assurance extends beyond his immediate needs, embodying the essence of generational financial planning.
Brian says, “I like the fact that my wife and kids have somebody they can trust. If I wasn’t here, I know that they could trust her, which is really important to me.”