Investment Planning Advisors
This southern gentleman proves the straight forward approach works best for his clients.
Simple is Better When Building Client Relationships
Pat Paxton, Managing Director of Investment Planning Advisors brings a simple approach to the world of financial advising. Speaking in his deep southern drawl, he shares his philosophy on how he focuses on helping clients identify their long-term retirement needs in a straight-forward approach that eliminates the jargon. Founded in 2001, and located in the suburbs of Atlanta, the firm provides over 45 years of unbiased and objective advice to clients within the local Cumming area. “I work with everyday people,” Paxton explained. “These are hardworking, honest people who don’t like the salesmen, flashy approach. That’s my style—I don’t bring flash,” he said.
What his clients do expect is to work with someone with good character, strong values and integrity, all characteristics with which Paxton credits both himself and his company.
In an industry with a lot of jargon, it’s incumbent upon Paxton and his team to insure clients understand the products and options available to them and the risks involved in a language that they can understand. “People get confused,” he adds. “They don’t want to hear all of the industry terms. They don’t need a salesman; they need a counselor who can help guide them through the planning process,” Paxton said.
Following the 2007 and 2008 recessions, “Our business was better than ever,” Paxton told The Suit, “mainly because we focus on the goals and communicate with our clients.” He added, “Where a client is today, where they want to go, and how they want to get there, is a crucial lifelong journey that IPA and their team of financial advisors are ready to provide.
The most important things we do, is help to build longterm relationship. “Being there when a client needs you the most, assisting clients when spouses pass, or helping clients adjust to unexpected financial obstacles,” Paxton explains, “is critical to having a successful financial planning practice.”
“We have to manage emotions and risk tolerance—this is a huge factor of our business. It’s all about education,” Paxton said.