Keys to a Successful Relationship With Us

By adhering to a disciplined investment program that's based on your individual financial needs, we can help you stay on track.  To do so, we recommend this six step process:

1. Setting Financial Objectives - First we'll review what you want to accomplish.  We'll work with you to complete a simple profiling questionnaire to help determine your total financial picture.

2. Preparing an Investment Plan - We then create an investment plan that reflects your goals, objectives and your sensitivity to risk and your time horizon.  When we present your plan, you will have the opportunity to raise questions and confirm our interpretation of your investment goals.

3. Preparing an Investment Plan - We then create an investment plan that reflects your goals, objectives and your sensitivity to risk and your time horizon.  When we present your plan, you will have the opportunity to raise questions and confirm our interpretation of your investment goals.

4. Preparing an Investment Plan - We then create an investment plan that reflects your goals, objectives and your sensitivity to risk and your time horizon.  When we present your plan, you will have the opportunity to raise questions and confirm our interpretation of your investment goals.

5. Implementing Your Plan - It is Imperative that you understand and are comfortable with your investment strategy and plan.  Once we have worked out the details with you and received your approval, we will put your plan into action.

6. Implementing Your Plan - It is Imperative that you understand and are comfortable with your investment strategy and plan.  Once we have worked out the details with you and received your approval, we will put your plan into action.

 

1Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.

CAR #: CAR-1017-01551