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Choosing a financial advisor you can trust is an important, personal and difficult decision. This is why we offer a complimentary investment review to all prospective clients. Whether you currently hold a 401(k) with your current employer, hold one with your old employer, have another retirement plan that is not being actively managed, hold investments with another firm but would like a second opinion, have income not yet invested, or are just starting to invest, an investment review with Harrison Kennard, the founder of Kennard Wealth Management, will give you a glimpse into the investment management strategy of Kennard Wealth Management.

Our complimentary investment reviews typically last about one hour. You are asked to bring in information regarding your current investments and financial positions. After learning about your individual goals and needs, we then give you our suggestions on how we think your investment strategy could improve, and the rationale behind our suggestions.

Many current clients came in for a complimentary investment review wondering what we could offer. Many larger financial services firms receive more compensation from some investment products than others. Thus, built into this commission-based structure there is a pressure for these financial advisors to push a certain brand of investment products unto clients, even against the clients` best interests.

At Kennard Wealth Management, our main goal is to manage your investments as effectively as possible, and to grow your wealth by pursuing investments that satisfy your appetite for risk. When we started our practice in Ann Arbor, we decided to adopt a fee-based structured that eliminated the pressure for any type of product-pushing. Instead, because of our fee structure Kennard Wealth Management earns more revenue when your investment portfolio does better. Conversely, if you lose money, we make less. Thus, our goals are aligned with your goals.

Another quality that separates Kennard Wealth Management from larger financial services firms is our independent status. Because we are independent, we have the freedom to choose whichever investments are best suited for your individual needs. We are not limited to the type or number of investments that we can choose from; our only concern is choosing the best possible investment strategy, given your individual goals and risk tolerance.

Lastly and most importantly, the most defining feature that we believe separates Kennard Wealth Management from other financial services firms in Ann Arbor is the relationship we strive to have with all of our clients. When we take on a client, we are not looking at just another number. We are looking at a unique individual, and our sole focus is dedicated to helping you attain financial security within the context of your individual situation. We strive to maintain long-term relationships with each of our clients - usually in-person but for our longer-distance clients over the phone. By maintaining a long-term relationship with you, we are able to alter your investment strategy based on your ever-changing situation.

Our complimentary investment reviews are not only for prospective clients; we encourage current clients to meet us at least once every six months in order to discuss life changes and analyze an updated investment review. This way,  we can always be serving your best interests as they are in the present time.

If you are interested in a complimentary investment review from Harrison Kennard, please contact Kennard Wealth Management by using our Contact Us page.