I look on what I do as being in a partnership with each individual client where my job is to steer you toward investments that line up with your core values.
With a bachelor’s degree in international business and a master’s degree in finance from Auburn University, Kirby recalls how he took every investment class offered while he was in college. “I knew I had to invest in myself and tried to make all of the necessary career moves to position myself as a top advisor,” he said.
Now with his own company, Clint is working with clients to guide them into making wise financial choices.
“I look on what I do as being in a partnership with each individual client where my job is to steer you toward investments that line up with your core values,” he says.
Kirby says the firm’s approach is different because he uses the skills and fundamentals he learned in college, in conjunction with inside knowledge he gained as an analyst for large organizations, to create customized portfolios for clients that both align with their values and seek to meet their retirement and investing goals. “At a big bank or a big financial advising firm, your account is going to get assigned to someone who is provided a packaged program designed to sell different products to you, regardless of whether or not they meet your investment goals,” Kirby says. “They may not have what it takes to be a real investment manager on their own, but with the bank’s help, they can build a portfolio so complicated that most people can’t understand it. This allows them to force feed you investments that pay the largest commissions to the advisor. You’ll essentially be in the back seat and the advisor will be driving the relationship and your money. “We do not work for sales commissions,” Kirby added. “The only way we make more money, is by growing your investments. If your investments decline in value, so does our compensation.” By aligning the interests of their clients with their own interests, Clint has successfully shaped DreamWork Financial Group into a “client first” advisory organization.
In closing, Clint has a few final words for prospective clients: “At DreamWork, I do investing differently — I want you to be in the front seat with me. I’m going to provide you with information so you can understand what the market is doing and use that knowledge to your advantage. By investing intelligently — with you understanding what we’re doing at every step of the process — and by focusing on your core values, we can build a portfolio that will accomplish your goals while injecting your life lessons and experiences into the process.”