The Applegath Group Website Intro Video
[0:05 / 3:06] – Lisa Applegath
Our family values are really the deepest part of our practice. We live and breathe our values and we bring those values to our clients.
[0:05 / 3:06] – Tom Trimble
The reality is what we have experienced in the 30 years is that the people that are most successful in their lives are the ones that have taken the time to plan.
[0:38 / 3:06] – Lisa Applegath
I started in this business to help manage money but truly I’ve realized that really my purpose is helping people and really truly what the Applegath group does is we help people create a vision for themselves and follow their dreams.
[0:55 / 3:06] – Tom Trimble
We’ve carefully crafted a team
[0:58 / 3:06] – Lisa Applegath
and our team is like a family to us we love working with them and they love working with us.
[1:04 / 3:06] – Tom Trimble
We have six people that are all have specific skills because we do so much for our clients. We have structured it so that each individual is doing a specific role which they are best at.
The Life Wheel enables us to look after virtually every aspect of their life so that they know they are well taken care of they have peace of mind they recognize that they’ve ticked all the different boxes there’s nothing missing in their plan. We Continue to monitor and adapt and using the life wheel we can constantly keep on top of whatever life throws at individuals.
[1:50 / 3:06] – Lisa Applegath
People come to wealth advisors to ask about their retirement plan but one of the things we always ask our clients is what about your life plan and that’s really where we bring the wheel in. Legacy is really important to us and really to a lot of our clients it’s what are you leaving behind. For us it’s our family it’s our sons and hopefully we’ll have grandchildren one day but over and above that, you know we try to help our clients define their legacy and what’s important to them.
[2:18 / 3:06] – Tom Trimble
Designing a life solution is important because it looks at every aspect of life so that your life ends up being rich, and full and meaningful.
[2:29 / 3:06] – Lisa Applegath
We live our values every day it’s really important for us to understand how that affects not just our own family but certainly our clients, our staff and our coworkers. We’re managing third and fourth generation families. Clients trust us, families trust us they get to know us and they stick with us. And that’s really a sign of how deep our relationship is with the family and with our clients.
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