People often assume that only those who have mismanaged their money or who lack savings are stressed about their finances. However, even wealthy or success individuals, business owners, and families can lack confidence in their future. I’ve witnessed both personally and professionally what can happen when people don’t plan accordingly for the inevitable financial issues most of us will face at some point in our life.
As a managing director and financial advisor with nearly two decades of industry experience, I understand the stress and concern that can come with facing financial decisions. I formed my practice to help individuals, families, and business owners and arm them with a comprehensive plan that incorporates both their immediate and long-term goals and outlines how they can successfully transition from where they are today to where they seek to be in the future.
What I Offer
Many of my clients are individuals and business owners who care deeply about their business, family, and community. They’ve worked hard to reach a level of financial security, and they want to put that money to good use and make a difference in their lives and the lives of others. As a trusted advisor, I have the ability to provide a comprehensive range of services, from personal financial planning for families to retirement plan consulting for businesses. Whether a prospective client be a young professional straight of out medical school or a seasoned executive preparing for retirement, I tailor my services to their individual needs.
How I Can Help
Many people don’t realize that the process is just as important as the specific products or services. In providing financial services, I utilize a high-touch process, working hard to listen to your desires and then devise a comprehensive plan that addresses all elements of your financial life and any potential issues that could affect your outcomes. While every plan is unique, I address multiple concerns and needs, including budgeting, financial protection strategies, business planning, retirement, and many others. Once your strategies are in place, we stay in frequent communication, whether it’s reviewing your plan and making updates or answering any questions you have. Because I am genuinely interested in the lives of all my clients, I am committed to providing dependable and trustworthy service.
Why Clients Choose to Work with Me
I believe one of the biggest reasons why clients choose to work with me is because I help them develop a vision of their future and realize their optimal financial potential — all while appreciating and respecting them for who they are as individuals. My services don’t entail cookie cutter molds or fitting someone to a model portfolio. Instead, it’s about finding the strategies that work for the client and meet their needs and goals. I’m not just providing financial education and advice; the real benefit of my work is helping people live a less worrisome life and motivating them to work toward their ideal future.
How to Get Started
Helping people feel more confident and at peace with their finances drives me every day in my career. I enjoy meeting with individuals, families, and business owners wherever they are in their career to learn about their goals and see if we may be able to help. To schedule a complimentary financial consultation, contact my office today.
About Ernest Draper
Ernest Draper is a financial advisor with more than 18 years of experience in the financial services industry. Specializing in innovative investment strategies and wealth preservation products, he works with affluent professionals, executives, and business owners. Along with his many years of experience as an advisor, Ernest is also certified as a Chartered Life Underwriter®, Chartered Financial Consultant®, Chartered Advisor for Senior Living®, and CERTIFIED FINANCIAL PLANNER™ professional. With these designations, Ernest has the advanced training and knowledge to understand complex planning strategies and techniques facing many successful people and their families. Based in Minneapolis, he is licensed to work with clients in Minnesota, Illinois, Wisconsin, Maryland, Washington D.C., Missouri, Texas, and Connecticut. To learn more, connect with Ernest on LinkedIn, email him at firstname.lastname@example.org, or call his office at (612) 746-2272.