Establishing trust is Ranch and Rural Financial Resources’ number one goal. Not only do we strive to have a relationship where our clients trust us to do what we feel is in their best interest but also we trust our clients to allow us to do what we feel is in their best interest and that relationship is based on constant communication. Unless trust works both ways, there is little chance for the relationship to thrive and prosper.
For over 30 years, our philosophy of investment planning and money management has focused on proper management of portfolio risk rather than attempting aggressive rates of return that give an illusion of market success while little or no wealth is actually being created. For every dollar that is lost in a portfolio, there must be a gain of one dollar and twenty cents just to break even and that’s not a game that we want our clients to play. Success is not measured by performance relative to other advisers but rather by clients success’ in meeting their goals.
We also use our 30+ years of insurance expertise to understand the insurance needs of brokers,ranchers and farmers which includes life insurance and disability insurance planning to protect from potential financial disasters.