Objectives
While other firms encourage their financial representatives to promote proprietary products, I believe that is typically not in the client's best interests. As an independent financial professional, I am able to provide my clients with a wide array of non-proprietary, as well as some proprietary, investment services.
The primary focus for my clients is wealth analysis. However, without financial strategies and guidance your life's savings can be eroded by inflation, economic distress, taxes, and life's uncertainties.
Investment services serve as a medium to help address your financial goals and objectives. These services should be selected only after you have investigated all options to address your stated goals and objectives.
Together we will address the financial strategies and ask these, among other, questions:
- How comfortable are you with your current financial situation?
- What are your most important financial goals?
- Have you planned for retirement?
- What level of risk are you comfortable with?
- Do you have enough money to retire?
- How long will your money last?
- How much do you need to save for your retirement?
- Have you addressed your asset allocation?
As a result of you taking control of the financial strategies, you will build towards a more positive result.