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The Bellehumeur, Buday & Yost Group provides comprehensive wealth management solutions to investors - including:
Retirement Income Management
Charitable Giving Strategies
Our team-based approach to financial advice gives you access to five seasoned professionals, each of whom possesses a distinct area of expertise. Given the complexity of investment choices and tax considerations today - particularly for affluent individuals - our specializations can help ensure optimal results across every facet of your plan.
Wisdom, Warmth, Work
A true financial partnership goes beyond formations and implementations of a sound plan. We realize how we treat our clients is just as important as the strategies delivered. Our reputation as a trusted financial partner goes beyond our experience and credentials - it also stems from the warmth and care with which we treat each one of our clients. Our aim is to build long-term relationships based on mutual trust and respect.
• The plethora of scams and theft pervasive in society
• Simple steps individuals can take to keep their identities safe
• Real life examples of fraud and how they can be avoided
Check out a recording of this informative webinar here: How Criminals Get Our Information and What We can Do to Stop Them
It takes a comprehensive and consistent process to deliver on the commitment we make to our clients. Our process begins with getting to know you, your family, your unique situation and the financial concerns, goals and needs that keep you up at night.
The following meeting is our opportunity to confirm that we understand your situation and present our recommendations. Our best client relationships are with those investors we share a mutual comfort with and feel confident that we can substantially impact their financial situation. Only if both sides are comfortable with each other, and there is a value we can add, do we proceed to a long-term engagement.
Our biggest factor in working with potential clients is related to how much impact we can make for their situation. We have programs in place to assist young professionals as well as the capabilities and experience to manage complex wealth management needs.