The most common objections we hear when we talk to people about investing, planning for retirement, planning for college, or meeting with us in general are that they don’t have the time or the money. While there is nothing we can do about the time except work around your schedule, we have done something about the money. At BACE Financial we only have three requirements to work with us.
1. You have to have a minimum of $25/month to invest with us. We know that everyone has to start somewhere. We don’t want you to put off starting because of net worth requirements. We are equipped to serve everyone from the Millionaire next-door, the parent changing jobs, and the new hire just getting their first job.
2. You have to listen to our advice and act on it. We want to help you achieve your goals, but understand some people like to take solo hikes. We love solo hikers and DIY’ers. We just might not be the right fit for you.
3. You can’t keep us a secret. We love referrals and want to help the people you care about too. If you like the services we provide, pass it on.