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The Courage to Tell You What You Need to Hear: How Reliant Serves You with Integrity

BLOG 5 of 8 in our Values Series. There are two kinds of advisors. Those who tell you what you want to hear, and those who tell you what you need to hear. The first kind may feel easier to work with in the short term. The second kind changes your life. At Reliant, our value of Courage is our commitment to always being the second kind — because we believe that honest, sometimes difficult guidance is one of the most powerful ways we can serve you.

What Courage Means to Us

Courage in a professional context means the willingness to have uncomfortable conversations when they are necessary. It means telling you that your current estate plan is dangerously outdated rather than simply reassuring you that it is fine. It means recommending that you restructure your business, even when that involves time and cost, because the alternative leaves your personal assets exposed. It means challenging an investment assumption or a retirement timeline that does not hold up under scrutiny.

At Reliant Group Holdings, Reliant Law Group, and Reliant Investment Management, we are not in the business of making you feel good in the moment at the expense of your long-term security. We are in the business of helping you build something that lasts — and that requires courage on both sides of the table.


Courage Is Not Harshness

It is important to distinguish courage from bluntness. We do not believe in delivering difficult messages without compassion or context. When we raise a concern or recommend a significant change, we do it with care, with clarity, and with a plan for how to address it. The goal is never to alarm you — it is to equip you to make a wise decision with full information.

Courage also means we do not back down from a sound recommendation simply because it is not what you expected to hear. We listen to your perspective, we consider it seriously, and if our position is sound, we respectfully maintain it. That intellectual honesty is a form of respect — because we believe you deserve advisors who stand behind their guidance.


Helping You Make the Hard Calls

Some of the most important planning decisions involve difficult trade-offs. How should your estate be divided to be fair to your children while also being realistic about their circumstances? When is the right time to exit your business, and how do you structure it to maximize what you keep? What happens if your retirement assumptions turn out to be too optimistic?

These are hard questions. But avoiding them does not make them go away — it just means the answers get decided by default, often at the worst possible time. Our courage means we help you face these questions now, with clarity and a clear plan.


Why This Matters for You

When you work with Reliant, you can trust that you are getting our honest assessment — every time. We will not sugarcoat a problem, and we will not pretend a risk does not exist. We will tell you the truth, give you a path forward, and walk that path alongside you.

Extreme excellence requires courage. And at Reliant, we are never afraid to say what needs to be said.

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Mesa, AZ 85210

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Disclosures:
Legal services are provided by Reliant Law Group PLLC (RLG). RLG is a Licensed ABS in the State of Arizona (license number 70169).  RLG provides legal services to the public and is not an agent of, nor endorsed by, any Arizona court.

Insurance products and services are provided by Reliant Estate & Insurance Services LLC (REIS). REIS is licensed by the Arizona Department of Insurance (agent number 3002393123). REIS does not charge a fee for it's services. Instead, if you purchase any insurance products through REIS, REIS will be compensated by the insurance companies you choose to work with. Insurance products sold by REIS provide for a 30-day free look period as required by A.R.S. § 20-1233 allowing you, as the consumer, time to review your policy.

 

WARRANTIES & DISCLAIMERS
There are no warranties implied. Reliant Investment Management LLC is a registered investment adviser located in Phoenix, Arizona. Reliant Investment Management LLC may only transact business in those states in which it is registered, or qualifies for an
exemption or exclusion from registration requirements. Reliant Investment Management LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Reliant Investment Management LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Reliant Investment Management LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Reliant Investment Management LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Reliant Investment Management LLC, please contact the state securities regulators for those states in which Reliant Investment Management LLC maintains a registration filing. A copy of Reliant Investment Management LLC’s current written disclosure statement discussing Reliant Investment Management LLC's business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Reliant Investment Management LLC upon written request. Reliant Investment Management LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Reliant Investment Management LLC's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and
all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. 

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Michael Rojas, Kevin Clark and Derek Mills (all dually registered) are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

 
Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer. Please refer to our firm brochure, the ADV 2A Item 4, for additional information.

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Tax Strategies: Consult your tax advisor prior to finalizing any plans, decisions or products which may affect your tax exposure. 

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