RESOURCES

Frequently Asked Questions

 

+ Why is being a Fiduciary so important?

Plain and Simple: A Fiduciary is required to put the client’s interest first! There are others in our industry that do things for the wrong reasons and put their own needs ahead of their clients. Being a fiduciary in the financial industry means putting your, our clients, interest ahead of our own to help them accomplish their individual financial goals.

+ Why do I need a financial advisor?

There are those that have the ability to accomplish their financial goals on their own and not everyone needs an ongoing relationship with a financial advisor, however many benefits from professional advice. If you are wondering if you need an advisor, ask yourself “would I really do it myself?” Properly managing your financial plan requires time, skill, and effort. Finding time to research financial questions, evaluating options, and executing a decision can be tough for those that would prefer to spend their time elsewhere. Arguably, the single biggest benefit of working with a financial advisor is the time it will free up, allowing you to focus on the activities that are most productive or give you the most joy. Having an experienced advisor may also help you more efficiently design the life of your dreams, giving you the satisfaction of knowing they’ll do the job right.

+ Who do you help?

At Aurora Financial Strategies, we are eager to help anyone who is ready to launch toward their financial journey. Our clients typically include early-mid career, business owners, industry-specific professionals, and retirees.

+ How much do I need to have in order to start saving with you?

At Aurora Financial Strategies, we have no minimums. Our goal is to help all to create the life of their financial dreams, free from financial stress and burden.

+ Can you meet virtually and work with people in other states?

Yes! While many of our clients reside in Indiana, we are grateful to have the ability to work with clients all over the country. Our firm is proficient in meeting over Zoom and we look forward to meeting you-whether in the office or virtually!

+ How do we at Aurora make money?

At Aurora Financial Strategies we do not charge anyone to come in and have a conversation, and you do not need to worry about being “on the clock.’ We typically earn a fee for the assets we manage on your behalf. Before entering any fee engagement, we always clearly discuss “what is in it for us,” so that our clients know and feel the assurance that we are here to help you.

+ Why should I consider hiring Aurora Financial Strategies?

At Aurora Financial Strategies, you are not only a client, but a friend. We care about your life goals, missions, dreams and financial success. Choosing Aurora Financial Strategies as your wealth management team is choosing a friend who is here to guide you down the path of financial success, while cheering you on in all other aspects of your life’s success, too!