Retirement Planning in Birmingham, Alabama

Mission Statement

Clients are my focus. I am dedicated to my clients’ success and define my own success in terms of their success. I will strive to understand their needs and to meet or exceed their expectations by delivering practical advice, effective implementation, well designed investments, and always providing outstanding value. I will continuously renew our resources to insure I bring my clients the most up–to–date methodologies and know how. Teamwork is essential. I work together in planning, setting standards, and continuously improving and delivering quality service. I work together with teams – locally, regionally, and nationally to best serve our clients. Core Values allow me to conduct my business affairs with uncompromising honesty and integrity. I will treat everyone with respect and dignity. I will work to comply with all applicable laws and regulations. I will seek opportunities to contribute to our community.

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No one financial future will plan for itself. Well, that’s where we come in. At Canterbury Investment Advisors, we offer services that can help families and individuals enjoy a well-planned financial life. We specialize in financial planning, estate planning, retirement planning, return on investment, and much more. We are here to help you build and protect your wealth through comprehensive investment advice, help, and planning.

Since our establishment in 1996, we’ve been serving the community of Mountain Brook, AL and surrounding areas. We strive to be one of the best financial service companies in the Mountain Brook area. We commit our efforts to helping you control what you can to prepare for what you can’t. You can count on us!

If you are interested in our services, our team will gladly help you. We welcome the opportunity of a meeting with our professionals to talk about your finances in detail and help you make an informed decision. Call the friendly team at Canterbury Investment Advisors at (205) 871-1692 or visit our website canterburyadvisor.com for more information. We look forward to serving you!

1) Estate Planning Guidance

While accumulating and conserving wealth throughout your life, you want to know how those assets will be distributed after your passing. This distribution requires thoughtful and current estate planning. Estate planning may need to go beyond simply having a Will or Durable Power of Attorney. You may want to consider a trust to accomplish specific goals such as maintaining privacy, charitable giving, or college funding. We will work with you and your estate planning attorney so that your estate is planned as you wish. We will talk about trusts, charitable giving, or other ideas you have for your estate.

2) Clients Are My Focus

I am dedicated to my clients’ success and define my own success in terms of their success. I will strive to understand their needs and to meet or exceed their expectations by delivering practical advice, effective implementation, well designed investments, and always providing outstanding value. I will continuously renew our resources to insure I bring my clients the most up–to–date methodologies and know how.

3) Managing Your Wealth, With The Focus On Investment Rules, And Academic Research

Economic evidence shows that, from a typical investment perspective, the major capital markets of this country are highly efficient, in the sense that available information is rapidly digested and reflected in the market prices of securities. As a result, fiduciaries and other investors are confronted with potent evidence that the application of expertise, investigation, and diligence in efforts to “beat the market” in these publicly traded securities ordinarily promises little or no payoff, or even a negative payoff after taking account of research and transaction costs. Empirical research supporting the theory of efficient markets reveals that in such markets skilled professionals have rarely been able to identify underpriced securities (that is, to outguess the market with respect to future return) with any regularity. – Reporter’s General Note on Section 227 of the Restatement 3rd of Trusts (Prudent Investor Rule), page 75

Service Locations

Retirement Planning Birmingham  -  Investment Advice Birmingham  -  Investment Management Birmingham
Estate Planning Birmingham  -  Investment Help Birmingham  -  Financial Planning Birmingham

Citations

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Updated as of 4/10/2024

Contact Information

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