It is very helpful to have initial meetings with clients at their home, as that helps me to get to know them better as individuals. One of the most important and sensitive issues we might discuss is debt management. That is an area that many people might be uncomfortable speaking about at first, but I try to create an open atmosphere where we can get all of the issues out on the table.
Disclosure: Securities offered through Questar Capital Corporation (QCC). Member FINRA, SIPC. Advisory services offered through Questar Asset Management (QAM), a registered investment advisor. Zawasky Advisors is independent of QCC and QAM.
Post-publication note: Mr. Zawasky has been registered with Cambridge Investment Research Inc. since 2017.
Photography by Kathy Wolfe