Keeping the Big Picture in Focus | Aaron Buczek of North Atlantic Investment Partners

What does a good financial advisor really provide?

For Aaron Buczek of North Atlantic Investment Partners, an independent branch affiliated with Raymond James, it goes well beyond investments. It’s about helping clients understand complicated financial decisions, balancing competing priorities and, perhaps most importantly, keeping emotion from derailing a long-term plan.

Aaron joins Tom Leyden for the latest edition of The Westwood Living Podcast, nearly five years after the two first met when Aaron became one of Tom’s very first calls as he launched Westwood Living.

They revisit that first meeting and talk about the paths their businesses have taken since, including Aaron’s move to North Atlantic Investment Partners in Newton Lower Falls and why he believes the change has created new opportunities for both him and his clients.

Aaron also discusses his philosophy of financial advising and why he considers himself something of a translator, taking the often complicated language of investments, taxes and estate planning and turning it into information his clients can actually understand.

For young families, that can mean balancing today's expenses with college savings, retirement and everything else coming down the road. For clients approaching or already in retirement, the priorities may be different, but Aaron says the fundamental principle remains the same: understand where you're trying to go and don't allow short-term events to derail a long-term plan.

Tom and Aaron also discuss their work together with the Rotary Club of Westwood, Aaron's role as president, the importance of giving back to the community and the relationships that have grown from their involvement.

And be sure to stick around for the story behind the crane in the North Atlantic Investment Partners logo. It provides a pretty compelling metaphor for the role Aaron believes a financial advisor should play in a client's life.

Learn more about Aaron and North Atlantic Investment Partners:

http://www.northatlanticinvestmentpartners.com

In this episode:

• Why Aaron made the move to North Atlantic Investment Partners