{"id":35,"date":"2021-10-12T17:30:23","date_gmt":"2021-10-12T21:30:23","guid":{"rendered":"https:\/\/advisor.rocquett.com\/four\/?page_id=35"},"modified":"2022-02-25T09:56:03","modified_gmt":"2022-02-25T14:56:03","slug":"how-we-help","status":"publish","type":"page","link":"https:\/\/advisor.rocquett.com\/four\/how-we-help\/","title":{"rendered":"How We Help"},"content":{"rendered":"<? \/\/ Default for banner is 1x or 1920px wide unless a 3840px banner is uploaded. In that case over 1920 will load the 3840px banner. https:\/\/gist.github.com\/brianmaierjr\/defcc581e7e085bf79bdb82016024e35 ?>\n<style>\n\/* Large display or retina *\/\n@media screen and (min-width: 1921px) {.banner-section {background-image: url();}}\n\/* Full large display mainly non-retina *\/\n@media screen and (min-width: 1536px) and (max-width: 1920px) {.banner-section {background-image: url();}}\n\/* Full display mainly non-retina *\/\n@media screen and (min-width: 1024px) and (max-width: 1535px) {.banner-section {background-image: url();}}\n\/* Tablet non-retina or mobile retina *\/\n@media screen and (min-width: 415px) and (max-width: 1023px) {.banner-section {background-image: url();}}\n\/* Mobile non-retina *\/\n@media screen and (min-width: 1px) and (max-width: 414px) {.banner-section {background-image: url();}}\n<\/style>\n\n<section class=\"flexible-section banner-section banner\" >\n\t<div class=\"section-content\">\n        <div class=\"span1-12 banner-column\">\n            <h1>How We Help<\/h1>            <div class=\"subheading\">Providing focused long-term strategies.<\/div>                    <\/div>\n\t<\/div>\n<\/section>\n\n\n\n<section class=\"flexible-section photo-left-headline-right padding-top-large padding-bottom-extralarge\">\n<div class=\"section-content\">\n                   \n                                                        <div class=\"span1-6\">\n                                                                <div class=\"flexible-content-1\"><p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/advisor.rocquett.com\/four\/wp-content\/uploads\/2022\/02\/photoLeftHeadlineRight.jpg\" alt=\"\" width=\"1600\" height=\"1068\" class=\"alignnone size-full wp-image-2195\" srcset=\"https:\/\/advisor.rocquett.com\/four\/wp-content\/uploads\/2022\/02\/photoLeftHeadlineRight.jpg 1600w, https:\/\/advisor.rocquett.com\/four\/wp-content\/uploads\/2022\/02\/photoLeftHeadlineRight-320x214.jpg 320w, https:\/\/advisor.rocquett.com\/four\/wp-content\/uploads\/2022\/02\/photoLeftHeadlineRight-640x427.jpg 640w, https:\/\/advisor.rocquett.com\/four\/wp-content\/uploads\/2022\/02\/photoLeftHeadlineRight-1024x684.jpg 1024w\" sizes=\"(max-width: 360px) 100vw, (max-width: 768px) 640px, (max-width: 1280px) 640px, (max-width: 1366px) 1024px, (max-width: 1536px) 1920px, (max-width: 1920px) 1920px, (max-width: 2559px) 1920px, (max-width: 2560px) 3840px\" \/><\/p>\n<\/div>\n                                                                <\/div>\n                                                                            <div class=\"span7-12\">\n                                                                <div class=\"flexible-content-2\"><h2>Understanding your current goals and meeting your changing needs.<\/h2>\n<\/div>\n                                                                <\/div>\n                                                <\/div><!-- end .section-content -->\n<\/section>\n\n\n\n\n\n<section class=\"flexible-section two-column-bold-list padding-top-large\">\n<div class=\"section-content\">\n                   \n                                                        <div class=\"span1-5\">\n                                                                <div class=\"flexible-content-1\"><h3>Working families <span>saving for college and retirement.<\/span><\/h3>\n<\/div>\n                                                                <\/div>\n                                                                            <div class=\"span6-12\">\n                                                                <div class=\"flexible-content-2\"><p>We work with families to provide a consolidated view of their accounts, and if possible, combining them at a single financial institution. We provide an online personalized planning tool to view all the accounts with daily updated values.<\/p>\n<\/div>\n                                                                <\/div>\n                                                <\/div><!-- end .section-content -->\n<\/section>\n\n\n\n\n\n<section class=\"flexible-section two-column-bold-list padding-top-large\">\n<div class=\"section-content\">\n                   \n                                                        <div class=\"span1-5\">\n                                                                <div class=\"flexible-content-1\"><h3>Soon to retire <span>and unsure of the best financial strategy.<\/span><\/h3>\n<\/div>\n                                                                <\/div>\n                                                                            <div class=\"span6-12\">\n                                                                <div class=\"flexible-content-2\"><p>By working with us before retirement we can often enhance our clients\u2019 financial security and help them build a strong foundation for their retirement years.<\/p>\n<p>Our comprehensive retirement planning will address a wide range of retirement questions.<\/p>\n<\/div>\n                                                                <\/div>\n                                                <\/div><!-- end .section-content -->\n<\/section>\n\n\n\n\n\n<section class=\"flexible-section two-column-bold-list padding-top-large\">\n<div class=\"section-content\">\n                   \n                                                        <div class=\"span1-5\">\n                                                                <div class=\"flexible-content-1\"><h3>Business owners <span>needing financial guidance.<\/span><\/h3>\n<\/div>\n                                                                <\/div>\n                                                                            <div class=\"span6-12\">\n                                                                <div class=\"flexible-content-2\"><p>Due to the consuming nature of running a business, many business owners focus on their business finances and neglect their personal finances. We help business owners ensure that their personal finances are not being neglected. In addition, we can help coordinate the two for cash flow, investment, and tax purposes.<\/p>\n<\/div>\n                                                                <\/div>\n                                                <\/div><!-- end .section-content -->\n<\/section>\n\n\n\n\n\n<section class=\"flexible-section two-column-bold-list padding-top-large\">\n<div class=\"section-content\">\n                   \n                                                        <div class=\"span1-5\">\n                                                                <div class=\"flexible-content-1\"><h3>Inheritors of estates <span>and seeking the best path forward.<\/span><\/h3>\n<\/div>\n                                                                <\/div>\n                                                                            <div class=\"span6-12\">\n                                                                <div class=\"flexible-content-2\"><p>We help people who are about to receive an inheritance understand how best to deal with the money and assets. It\u2019s often an emotional experience and many people need time to think about their options, rather than have a single suggested plan.<\/p>\n<\/div>\n                                                                <\/div>\n                                                <\/div><!-- end .section-content -->\n<\/section>\n\n\n\n\n\n<section class=\"flexible-section last two-column-bold-list padding-top-large\">\n<div class=\"section-content\">\n                   \n                                                        <div class=\"span1-5\">\n                                                                <div class=\"flexible-content-1\"><h3>Already retired <span>and wanting to make their savings last.<\/span><\/h3>\n<\/div>\n                                                                <\/div>\n                                                                            <div class=\"span6-12\">\n                                                                <div class=\"flexible-content-2\"><p>Just because you\u2019ve retired does not mean you should stop investing. Since retirees can expect to live in retirement for 20 years or more you\u2019ll need to take inflation into consideration. It\u2019s typically best to take a conservative approach to your investments to generate income and protect your wealth from inflation.<\/p>\n<\/div>\n                                                                <\/div>\n                                                <\/div><!-- end .section-content -->\n<\/section>\n\n\n\n\n\n<section class=\"flexible-section border-top-ten margin-top-large\">\n<div class=\"section-content\">\n                   \n                                                        <div class=\"span3-10\">\n                                                                <div class=\"flexible-content-1\"><h2>Frequently Asked Questions<\/h2>\n<\/div>\n                                                                <\/div>\n                                                <\/div><!-- end .section-content -->\n<\/section>\n\n\n\n\n\n\n<div class=\"schema-faq wp-block-yoast-faq-block\"><div class=\"schema-faq-section\" id=\"faq-question-1639174543792\"><strong class=\"schema-faq-question\">What should I expect during our first meeting?<\/strong> <p class=\"schema-faq-answer\">Your initial meeting with us is an opportunity for us to discuss your financial goals and concerns. <br\/><br\/>There is no fee or obligation associated with our first meeting. We focus on how we can help answer your financial questions by getting to know you. The objective of this first meeting is for you to become comfortable with our advisors.<br\/><br\/>Individuals come to us for help understanding their finances. Some feel overwhelmed by too many investment options, want to maintain their current lifestyle in retirement, or are uncertain how to reach their financial objectives. For these reasons, we find it necessary to understand your goals in order to help you sustain your ideal lifestyle without depleting your resources.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1639237716959\"><strong class=\"schema-faq-question\">How are my investment accounts managed?<\/strong> <p class=\"schema-faq-answer\">We allocate your accounts using a disciplined approach that accentuates short and long-term trends. \u00a0We screen, select and benchmark specific investment vehicles to capitalize on the underlying investment themes we have identified.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1643042882681\"><strong class=\"schema-faq-question\">When was Summit Advisors founded?<\/strong> <p class=\"schema-faq-answer\">We founded Summit Advisors in 1991.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1643042965158\"><strong class=\"schema-faq-question\">Where is Summit Advisors located?<\/strong> <p class=\"schema-faq-answer\">Our office is in Atlanta, GA.<\/p> <\/div> <\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How We Help - Financial Advisor Theme Four<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How We Help - Financial Advisor Theme Four\" \/>\n<meta property=\"og:url\" content=\"https:\/\/advisor.rocquett.com\/four\/how-we-help\/\" \/>\n<meta property=\"og:site_name\" content=\"Financial Advisor Theme Four\" \/>\n<meta property=\"article:modified_time\" content=\"2022-02-25T14:56:03+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":[\"WebPage\",\"FAQPage\"],\"@id\":\"https:\/\/advisor.rocquett.com\/four\/how-we-help\/\",\"url\":\"https:\/\/advisor.rocquett.com\/four\/how-we-help\/\",\"name\":\"How We Help - Financial Advisor Theme Four\",\"isPartOf\":{\"@id\":\"https:\/\/advisor.rocquett.com\/four\/#website\"},\"datePublished\":\"2021-10-12T21:30:23+00:00\",\"dateModified\":\"2022-02-25T14:56:03+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/advisor.rocquett.com\/four\/how-we-help\/#breadcrumb\"},\"mainEntity\":[{\"@id\":\"https:\/\/advisor.rocquett.com\/four\/how-we-help\/#faq-question-1639174543792\"},{\"@id\":\"https:\/\/advisor.rocquett.com\/four\/how-we-help\/#faq-question-1639237716959\"},{\"@id\":\"https:\/\/advisor.rocquett.com\/four\/how-we-help\/#faq-question-1643042882681\"},{\"@id\":\"https:\/\/advisor.rocquett.com\/four\/how-we-help\/#faq-question-1643042965158\"}],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/advisor.rocquett.com\/four\/how-we-help\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/advisor.rocquett.com\/four\/how-we-help\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/advisor.rocquett.com\/four\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How We Help\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/advisor.rocquett.com\/four\/#website\",\"url\":\"https:\/\/advisor.rocquett.com\/four\/\",\"name\":\"Financial Advisor Theme Four\",\"description\":\"Financial Advisor Theme Four from Rocquett\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/advisor.rocquett.com\/four\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Question\",\"@id\":\"https:\/\/advisor.rocquett.com\/four\/how-we-help\/#faq-question-1639174543792\",\"position\":1,\"url\":\"https:\/\/advisor.rocquett.com\/four\/how-we-help\/#faq-question-1639174543792\",\"name\":\"What should I expect during our first meeting?\",\"answerCount\":1,\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Your initial meeting with us is an opportunity for us to discuss your financial goals and concerns. <br\/><br\/>There is no fee or obligation associated with our first meeting. 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