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Ferguson - Financial Planning Minneapolis

Ferguson - Financial Planning Minneapolis

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  3. Macro vs Micro

Macro vs Micro

As we accumulate wealth we typically find ourselves surrounded by a growing cadre of advisors – an attorney, an accountant, an insurance broker, a financial advisor, and other professionals – each tasked with solving a different piece of our financial puzzle. The problem is each piece is being “micro-managed” from within a separate silo with no clear picture of how they fit with the other pieces. Chances are they won’t fit tightly together and then we’re left to manage a disjointed plan.

The further up the wealth ladder we climb, the greater the need for a more integrated approach to life planning. But, this requires a collaborative approach that coordinates the efforts of advisors from various planning disciplines. It requires a team approach championed by a “macro-manager” who can see the big picture and can work with other advisors to forge tightly interlocking pieces of your financial puzzle.

As an independent financial advisor steeped in expertise across multiple planning disciplines, Ferguson Financial is best positioned as the quarterback of your team of advisors, ensuring they are working synergistically in the common purpose of achieving your most important goals. 

What To Expect

  • It's all about you
  • Macro vs Micro
  • The Solution

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

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Phone: 952-406-8316
Fax: 952-406-8316

Email: greg@fergusonfinancialinc.com

5100 Eden Avenue, Ste. 311 , Edina, MN 55436

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We created Ferguson Financial, Inc. to work as your personal financial advisor offering you a wide range of wealth management solutions including financial planning, estate planning, investment management, risk management and investment planning. We proudly serve clients from Minneapolis & St Paul, Minnesota, as well as the surrounding communities.

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Previous Awards were received for
2006, 2007, 2008, 2010, 2011, 2012, 2014, 2015, and 2016

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