About us
Our Mission
Best Times focuses its practice on the serving leaders of communities. Serving leaders are those people who work for a greater purpose than themselves, elevate people around them, build upon the strength of others, and blaze the trail to accomplish what needs to be done.
Our clients have busy lives. Their focus and passion are not on their wealth, but rather on taking care of their families and the community around them.
Our role at Best Times is to devise and implement creative design ideas in the areas of estate planning, investment strategies, business succession planning, and financial independence. We also help coordinate our clients’ other advisors and act as the catalyst to get things done. Clients look to our team as their “quarterback” who will guide them through the eventual changes that happen in life.
A Brief History
1982
Best Times Financial Planning was founded in 1982 by Jack Best. His mission was to create a business that could improve the lives of the people it served. Offering honest and reliable investment and planning services.
2001
In 2001, Jack’s son Kevin joined the firm. Kevin quickly embraced the same thorough planning process that Best Times was founded on, utilizes with its clients.
2004
Carefully building the practice with the right people, Doreen Haller joined us in 2004.
2007
Jack successfully transferred the practice to Kevin in 2007.
2014-15
Deepening our bench, John Skomski joined us in 2014, and Dan Jeffery joined us in 2015.
Whom We Serve
Best Times Financial focuses its practice on the serving leaders of communities. Serving leaders are those people who work for a greater purpose than themselves, elevate people around them, build upon the strength of others, and blaze the trail to accomplish what needs to be done.
Our clients have busy lives. Their focus and passion are not on their wealth, but rather on taking care of their families and the community around them.
Our role at Best Times Financial is to devise and implement creative design ideas in the areas of:
- Estate Planning
- Investment Strategies
- Business Succession Planning
- Financial Independence
Our Process
Best Times Financial utilizes the “Custom Wealth Architect™,”
a trademarked process that helps our clients create a comprehensive plan or “roadmap” to navigate their financial future. Within this framework, Best Times Financial offers the “Quadrant Advantage Process™.”
This service involves mapping our clients’ investments within their plans. It takes into account the possibility of volatility in the markets, as well as bear and bull market cycles.
a trademarked process that helps our clients create a comprehensive plan or “roadmap” to navigate their financial future. Within this framework, Best Times Financial offers the “Quadrant Advantage Process™.”
This service involves mapping our clients’ investments within their plans. It takes into account the possibility of volatility in the markets, as well as bear and bull market cycles.
