Why work with us?
Our advisors have a combined experience of 90 years in the Financial Planning business. We continually educate ourselves on the latest updates in the industry with our peers through networking, at conferences and by working together to discuss new strategies and ideas to benefit our clients.
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We are passionate about the financial services industry and serving our clients. We have the experience, process, and support to provide clients with a feeling of control and clarity for their financial future.
EXPERIENCE
PROCESS
TEAM
CONNECTION
TECHNOLOGY
INDEPENDENCE
Experience
Our advisors have a combined experience of 90 years in the Financial Planning business. We continually educate ourselves on the latest updates in the industry with our peers through networking, at conferences and by working together to discuss new strategies and ideas to benefit our clients.
Process
G9 is built on systematic processes for our financial planning, service team, review meetings and marketing. Process helps take the guess work out of ordinary tasks to make sure we are as efficient and detailed everyday. Learn more below.
Team
Our team of experienced financial consultants have a passion for helping clients achieve their financial goals. Our unique service experience ensures you have the right ideas, strategies, and concepts at hand.
Technology
As independent advisors, we are able to use and build a technology stack that best suits our practice. We are constantly monitoring new options and adding and subtracting to enhance the advisor and client experience.
Independence
Cambridge Investment Research, Inc. & TAG Advisors
As a Cambridge Investment Research, Inc. & TAG Advisors firm we maintain the ownership of our client relationships and business decisions, but get the benefits of a vast amount of resources and support.
Marketing
G9 Financial has marketing tools and support available to help partners stay connected with their clients and communicate what we are all about to potential clients. This way you can focus on their financial goals.
Our client centered process
Fact Gathering
A 30 minute meeting to find out what you are looking for and educate you on G9 Financial and our process to see if we are the right fit.
Building the Plan
Discuss changes to think of and educate you on WHY those should be considered.​
Implement Changes
Execute on the ideas and concepts you agree to.
Service Strategy
We regularly check in to adjust to each stage of your financial life.