Why Clients Choose to Work With Us
Updated: Oct 7, 2022
By Bill Taber
How many priorities are you juggling right now? Between family, friends, work, health, and everything else you give your time to, it can feel overwhelming to add one more thing to your to-do list. But, while money management might not top your list, you shouldn’t underestimate its importance.
Money affects nearly every part of your life. Due to its far-reaching impact, managing money often leads to stress and worry. (1) That’s why a financial advisor plays one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing objective counsel.
But how do you find an advisor you can trust and with whom you’ll want to work for the long haul? We at TABER Asset Management understand that this can be an intimidating process. Trusting someone with your hard-earned money is not a decision you can—or should—take lightly. Knowing this, we are honored to have the opportunity to serve more and more families and individuals who choose to let us partner with them on their financial journeys.
We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We welcome the chance to connect and get to know new clients who may benefit from the services we provide. As an integral part of our continued growth, your referrals are the highest compliment.
The TABER Asset Management Difference
We are committed to making a positive difference in the financial well-being of our clients and their loved ones. The fruit of our work allows our clients the financial wherewithal to invest in what’s most important to them. We’ve been fortunate to work with a wide range of clients who refer their colleagues, friends, and family members to us. Our clients refer others to us because we offer:
A personalized real-world approach. No two individuals’ financial service needs will be the same, which is why we create a plan focused on your financial goals. We’ll outline a customized strategy for your unique situation, backed by our history of sound investment performance and advice.
Strong relationships. We prioritize a hands-on, client-centered approach, which has led us to build long-lasting relationships with so many of our clients. We’re proud to serve as a go-to resource and support system when someone faces a tough decision or goes through a life transition.
A dedicated team. With a diverse team of seasoned professionals who maintain a high-touch and personalized experience, we strive to help our clients simplify complex decisions about their money. We hope you feel more confident as you navigate life’s challenges and planning opportunities with a dedicated team on your side.
Trust and honesty. Your best interests are always our top priority. When you work with us, you can rest assured, knowing we are providing services and guidance tailored to your life and your needs.
Do You Know Someone Who Could Benefit From Our Services?
One of our valued clients recently shared with us: “I want to say thank you for the attention you’ve given our account and the investment success you’ve had with it. The gains since inception are impressive. I also want to say a special thanks to Carla [TABER Client Service Associate]. She’s been a delight—knowledgeable, prompt, and accurate. Every time I called, I could hear a smile in her voice.”
That’s what you can expect when you choose to work with us. We provide personalized attention and care to each client, as well as their loved ones—and take these financial matters off their already full plates! When you have questions about your portfolio or strategies, we’re here to help. When you experience a new milestone in life, we’re here to help. And if you know anyone else who has questions or needs unbiased advice, we’re never too busy to help.
If you’re a client with our firm and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. Consider sending this article to them, and if they’re interested in partnering with us, they can schedule a 15-minute intro phone call online or reach out to us at 515-557-1860 or email@example.com.
Bill Taber is President and Founder of TABER Asset Management, an independent, fiduciary wealth management firm that strives to do one thing well: manage their clients’ money by creating wealth, building wealth, growing income, and preserving capital so they can experience financial freedom. With more than four decades of experience, Bill is dedicated to building relationships with his clients and their families and walking alongside them as they navigate financial decisions. His favorite days are the ones when he gets to witness the joy and relief on his clients’ faces when they realize they can pursue their dreams and live their ideal lifestyles. Bill is known for going the extra mile, getting things done with integrity, and working with a stewardship mentality.
Bill graduated from the University of Iowa with a bachelor’s degree in business administration and fell in love with the profession when he got to help one of his first clients—his father—turn his lifetime of hard work into a dream retirement. He got his start in the industry as a corporate services representative for Bankers Trust Company and spent decades working as Assistant Vice President of E.F. Hutton & Co. and First Vice President of Principal Financial Securities. He is also a graduate of the E-Myth Worldwide Mastery Business Development Program and is Series 65 registered.
In his spare time, Bill enjoys giving back to his community and served 11 years as a member of the Board of Trustees of Broadlawns Medical Center and 14 years as a Community Representative to their Board Finance Committee. He is also one of the founding members of the Greater Des Moines Connections Mentoring Program. When he’s not working, you can often find Bill spending time with his family and participating in one of his many hobbies, which include traveling to national parks, presidential libraries, and foreign countries; gardening; reading non-fiction; and practicing yoga, Pilates, and meditation. He also loves the simple joys of listening to music, going for walks or bike rides, and watching James Bond 007 films and any movie starring his favorite actress, Meryl Streep. To learn more about Bill, connect with him on LinkedIn.