Barry Rutten discusses his approach to helping his clients avoid financial loss, achieve financial success and create a personalized plan that puts them on the right path for a successful future.
Listen to the interview on the Business Innovators Radio Network
The WealthDefense Financial Advisors process in working with clients is via a consultative and collaborative, needs-based approach that focuses on the client’s desired outcomes. They ask a lot of questions to make sure they understand all the facts and the feelings and the history behind the data. They endeavor to help their clients gain clarity and insight into their financial life, so there is a solid plan, always striving to help them feel truly confident that they’re on track with all aspects of their financial life.
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Rutten commented, “We are committed to serving individuals, families and business owners who take their finances and their future seriously. We’re patient, conservative, careful, experienced, knowledgeable, and detailed. You deserve nothing less.”