Financial Fiduciaries Meets with The OCI

screen-shot-2016-12-26-at-2-05-22-pmAt Financial Fiduciaries, our number one concern is helping our clients make the most informed decisions about their financial matters. With this in mind, we always look for ways to advocate for them with regard to regulatory concerns. We look at this as “running interference” for our customers to make sure their voice is heard.

Periodically, our Tom Batterman meets with the Wisconsin Office of the Commissioner of Insurance (OCI) to discuss concerns and provide insight into some of the issues that our mutual insurance clients face.  It is another way that the team here at Financial Fiduciaries goes to bat for our clients every day. In the most recent meeting late October, discussions centered on fixed term bonds as well as discussions about the status of rules modifications that impact Town Mutual Insurance Agencies. The conversation and dialogue was encouraging and the OCI noted that they would be open to further discussion in these areas.

This is the type of “above and beyond” service that our clients have come to expect from the Financial Fiduciaries team. We are willing to ask the hard questions and fight for the rights and concerns of our clients in order to provide the best possible investment tools for their needs. If you would like more information about the context of Tom’s OCI dialogue as well as an ongoing discussions, we encourage you to contact us! We are always happy to provide updates.

About Objectively Speaking

Tom Batterman, founder of Vigil Trust & Financial Advocacy and Financial Fiduciaries, LLC is in the business of representing the best financial interests of his clients. Having provided objective, fee-only financial management services for over two decades, he specializes in managing the investment and related financial affairs of individuals and mutual insurance companies who do not have the time, interest or expertise to manage such matters on their own. As an objective, unbiased professional who takes on a fiduciary responsibility to his clients, he guides clients to the financial decisions they would make themselves if they had years of training and experience and the time and expertise to fully research and understand all of their options. Founded in 2010 as an outgrowth of Vigil Trust & Financial Advocacy, Financial Fiduciaries, LLC is a financial management solution for individuals and mutual insurance companies who recognize they do not have the time, interest or expertise to properly attend to their financial matters on their own. While there are many financial “advisors”, most of them have investment products to sell and the “advice” they provide is geared toward getting their clients to engage in a purchase. As one of the rare subset of advisors known as “fiduciary advisors”, Financial Fiduciaries does not sell any investment product so its guidance is not compromised by conflicts of interest which plague ordinary advisors. Prior to his employment in the financial industry in financial advocacy and trust positions, he worked at a private law practice in the Wausau area in the areas of estate planning, tax, retirement planning, corporate organizations and real estate. He is a graduate of the University of Wisconsin-Madison and the UW-Madison Law School and has during his career held Series 7, 24 and 65 securities licenses. A longtime resident of the Wausau, Wisconsin Area, Tom is active in the community. He enjoys golf, curling, skiing, fishing, traveling and spending time with his family.
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