FAQs

A: A fiduciary financial advisor is legally and ethically bound to act in the best interests of their clients. This means providing advice and making recommendations that best suit your financial needs and goals.

A: The process begins with an initial consultation to discuss your financial goals and needs. If we determine that our services are a good fit for you, we’ll develop a customized financial plan and begin implementing strategies to help you achieve your objectives.

A: For your first meeting, it’s helpful to bring financial documents such as recent tax returns, investment statements, insurance policies, and any information about your income, expenses, and financial goals. This will help us understand your financial situation and provide tailored advice.

A: We typically recommend meeting at least annually to review your financial plan and make any necessary adjustments. However, we are always available for additional meetings if there are significant changes in your financial situation or if you have specific concerns.

A: At Hollifield Financial Group, we prioritize a client-first approach, ensuring that your interests are always at the forefront. Our fiduciary commitment, combined with personalized service and deep local knowledge, sets us apart.

A: As fiduciary advisors, we operate on a fee-only basis. This means we do not earn commission on the securities products we recommend, ensuring that our advice is always in your best interest.