The Murchison Group Logo, Wilmington NC

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<v ->My name's Jessica Mairs</v>

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and I'm a financial advisor with The Murchison Group.

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Very often when I first meet with a client,

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I try to stand back and recognize

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that talking about your money

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is one of the most sensitive things,

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whether you have a ton of money

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and you really don't wanna show your cards,

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or you feel insecure and you're worried

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that you're gonna get judged

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for not having enough in place so far.

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And so I really try to dig deeper and ask some questions

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that maybe they've never been asked before,

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or no one's been bold enough to ask them before

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and get to the heart of what is really,

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what keeps somebody up at night,

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or what somebody has secretly always wanted to achieve,

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or do, you know, pay for their whole family

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to go on vacation.

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How do you plan that out?

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Or how do I gift to my kids without spoiling them?

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There's a lot of different questions

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that people come to the table with.

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And sometimes the solutions are simple,

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but sometimes the solutions

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can be a little bit more complicated and it might be working

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with someone's estate planning attorney,

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working with someone's accountant to help piece

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that together for them and take the first step.

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Our philosophy of called to care really hit home

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when we were trying to figure out what is it

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that makes The Murchison Group special,

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because any financial group can do similar things, right?

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Our job is to help people succeed financially.

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But when you put the care behind it,

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when you show up for people in their lives

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outside of why you're there for business, that means a lot.

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I think it's really wonderful for the clients

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to know that there's at least two advisors working with them

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at all times because they know more than one of us,

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so it's a good holistic approach.

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And as we say, the two brains are better than one

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and certainly two sets of ears are better than one as well.

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My background is that I have a family member

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who really suffered from dementia over a long period of time

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and my father cared for her for over a decade.

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And the impact on our entire family

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made it even that much more important for me

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to really help people with insurance

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and take a look at what it means to them

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to protect their whole family.

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And so for my perspective,

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I really wanna make sure that they understand

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that I have compassion for what they're going through

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and we try to have an ability

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to see around the corner before they do.

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I've found that everybody has an estate plan

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whether they have written it themselves,

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or they're gonna leave it up to the state to decide.

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And so it's really important

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for them to put their wishes into writing.

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And sometimes it's the financial advisor's job

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to bring that to their awareness

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because a lot of people are just going about their lives

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and they don't realize that whether they have millions

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of dollars or a thousand dollars,

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we all need to have a plan.

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