Research shows that clients want to have conversations about generosity with their advisors.
Atlanta, GA (PRWEB) May 19, 2014
SignatureFD, a leading privately held financial design and advisory firm headquartered in Atlanta, has launched SignatureGENEROSITY, a specialized initiative designed to help people explore and define their own vision of generosity.
“SignatureGENEROSITY will encourage and equip people to be generous with their skills, strengths, influence, wisdom and financial resources in order to live full and meaningful lives,” said Blair Cunningham, SignatureFD partner and the initiative leader for SignatureGENEROSITY. “We recognize that each of our clients is at a different place on their personal generosity journey. We want SignatureGENEROSITY to be a forum for them to explore how they can move from reactive transactional giving to proactive transformational generosity as they connect their passions and purpose with what they uniquely have to give to the people and causes that are most important to them.”
Through SignatureGENEROSITY, SignatureFD clients will create their own Generosity Plan, which will give them greater clarity and confidence about their giving decisions. The expectation is that clients will experience more gratification as they serve and see that their giving will be more effective than it was in the past. SignatureGENEROSITY will also give clients an opportunity to connect with like-minded people, hear their stories of generosity, and be encouraged and inspired.
SignatureGENEROSITY addresses a largely unmet need in the wealth management arena: helping people identify ways to use their various resources to make a positive difference for themselves, their families, their communities and the world.
“Research shows that clients want to have conversations about generosity with their advisors,” said Cunningham. “Advisors, however, tend to focus on the tax benefits or technical aspects of giving, when what clients actually want is a more personal discussion about how generosity fits into their larger financial and life plan. SignatureGENEROSITY is designed to fill that gap.”
“Generosity is one of SignatureFD’s core values,” said SignatureFD founding partner Jeff Peller. “Everyone in our organization is on their own journey of generosity alongside our clients. Through this unique initiative, we’ll be better able to work together and discover new ways to become more generous and live a full life.”
To learn more about SignatureGENEROSITY, please click here.
SignatureFD, LLC, is an innovative and comprehensive financial design firm with a simple mission: to empower each client to use their wealth to live a great life. Founded in 1997, SignatureFD offers a full suite of wealth management services designed to meet the needs of high-net-worth individuals and families. These include asset management, asset protection, tax planning, cash flow and debt management, wealth transfer planning, and financial life planning. SignatureFD manages over $2 billion for over 700 client families and has had a client retention rate of 97% since opening its doors in 1997. For more information, visit the SignatureFD website at http://www.signaturefd.com.
Blair Cunningham, Partner
600 Peachtree St. NE, Suite 2700
Atlanta, GA 30308