Black Swan Advisors, LLC
McLeansboro, IL 62859
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Hours of OperationM - F 8:00 AM - 5:00 PM
We Are a fee-only, Comprehensive Financial Planning firm. We are client-centered professionals that only get compensated for our services. We take our client’s lifestyle seriously and understand that numbers are not enough to build a life. True wealth is composed of both portfolios and passions; not just dollars but the dream they represent. A client’s general wellbeing is more important than financial algorithms. We are our client’s advocate, and have a duty that is beyond that of a fiduciary.
Our Mission is to collaborate with clients on a financial life plan that fits their reality, hopes, and dreams.
We do not push carbon copy wealth management or investment plans. Every plan is custom created for that client, taking into account all the other variables that are unique to the client and environment. We are a team member, that works with the client, and our client’s other advisors; to ensure that the overall wellbeing, passions, and life purpose of the client are achieved.
Our Company does not sell financial products or get kickbacks for sending clients to other companies. We only get paid by the client. We are compensated for our services like other service professionals. Hourly, fixed-fee, and retainers are the only way we make money. In this way, we only prosper if our clients both prosper and see the value of our services. All of our fees are transparent and up front.
Whenever appropriate, Black Swan Advisors LLC outsources strategic development and implementation to subject matter experts. This allows our team to focus our practice and education on the core areas of Financial Planning, Money Management, Risk Management, and Wealth Management. These are the areas that clients need the most, and the provide the deepest value. These are the cornerstones that a financial house is built upon.
Community Involvement is more than just being a member of an organization. It is a dedication to pursuing virtues and strategies that will make our community a kinder, more beautiful, and more resilient places to live. We set aside 10% of our time to be involved with community projects or provide pro-bono counseling to the underserved.