By Gregg Gonzalez, CFP®
At RetireStrong Financial Advisors, we have a simple rule that guides everything we do: Put the client first. Always.
It’s not just a philosophy. It’s a fiduciary duty. And for us, that responsibility is more than a legal obligation. It’s a personal commitment that shapes how we show up for our clients every single day. From the moment we start our morning to the final task we wrap up in the evening, putting the client first isn’t just a standard. It’s our heartbeat.
What Does “Putting the Client First” Really Mean?
At its core, putting the client first means making decisions based solely on what’s best for you – not what’s most profitable for us, not what’s easiest, and not what’s trending. It means:
- Listening to your goals before offering advice
- Tailoring financial strategies to your life, not someone else’s
- Disclosing conflicts of interest
- Communicating clearly, honestly, and proactively
- Following through on every promise we make
This level of care and integrity stems from our role as fiduciary advisors—a role that requires us, by law and by conscience, to act in your best interest at all times.
The Fiduciary Standard: More Than Compliance
Yes, we’re proud to meet the fiduciary standard legally required of Registered Investment Advisors. But we don’t stop there. For us, it’s not about checking a compliance box. It’s about earning and keeping your trust every day.
✅ When we recommend a retirement strategy, it’s based on your goals, not commissions.
✅ When we evaluate an investment, it’s through the lens of your risk tolerance and timeline.
✅ When we say we’ll follow up or do our homework, we do it. Period.
These aren’t policies. They’re promises.
How It Shapes Our Culture at RetireStrong
We work with women and couples 50+ who are planning for one of life’s biggest transitions: retirement. That kind of planning requires clarity, empathy, and trust. And that trust starts with how we work:
🌄 Each day starts with a client-focused mindset
Whether reviewing a portfolio or preparing for a meeting, we begin with one question: What does the client need from us today?
🕓 Each task is rooted in service
From answering emails to analyzing Social Security strategies, we prioritize accuracy, care, and timeliness because your time and future matter.
🌙 Each day ends with follow-through
We don’t leave loose ends. We close the day by reviewing client needs, next steps, and ensuring every detail is handled with intention.
Why It Matters to You
Retirement planning isn’t just about numbers. It’s about your lifestyle, your family, and your peace of mind. You deserve to work with someone who sees the whole picture, listens fully, and serves wholeheartedly.
At RetireStrong, we don’t take that for granted.
Our Commitment: Start with Trust, End with Confidence
Fiduciary duty isn’t a buzzword for us. It’s a way of life. And putting the client first isn’t just our process, it’s our purpose.
We’re not here to sell. We’re here to guide.
We’re not here for transactions. We’re here for relationships.
We’re not here to meet expectations. We’re here to exceed them.
Let’s Plan a Retirement You Can Feel Confident About
If you’re ready for a planning experience where your needs come first and your goals come into focus, we’re ready to meet you. At RetireStrong, we lead with integrity and we walk beside you every step of the way.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.
