BCJ Capital Management
|
|
- Arleen Heath
- 8 years ago
- Views:
Transcription
1 BCJ Capital Management Our Benchmark is Your Life. Wealth Management BCJ CAPITAL MANAGEMENT REGISTERED INVESTMENT ADVISORY FIRM
2 Wealth doesn t just happen. It is grown with hard work and determination. You probably have goals for your future -stable retirement, second home, family legacy- and getting to those goals is important not just for you, but your family. Our foundation is built by hard work, patience and persistence. We are here to help you plan for your financial future.
3 WHY INVEST IN We can help you create a custom wealth management strategy. YOUR FUTURE? We know preparing for your future can be a complicated and overwhelming task and avoiding complexity could be avoiding financial security. As economic conditions change, so will your financial outlook. Financial management will not only help you prepare for the future, it gives you the opportunity to work with a knowledgeable and experienced advisor who knows how to navigate through the tough terrain of fluctuating markets and an ever-changing economy DISCOVERY. DECISIONS. RESULTS. CONFIDENCE. DEVELOP A PLAN. In order to develop a plan that fits your goals, we will work with you to create a custom financial management strategy. We will discover what type of investment style you have, what your goals are, and create a custom strategy to help you reach those goals. OUR APPROACH. We take a different approach to what is an acceptable level of risk. Traditional firms base their investment recommendations entirely upon your risk tolerance, taking the maximum amount of risk that you can tolerate within your portfolio in an attempt to generate maximum returns. This is like asking How much pain can you tolerate? and then building a portfolio that will ensure you experience that level of pain. We never look at investment risk this way. Risk cannot be avoided, but we take only the amount of risk necessary to achieve your financial goals. We will help you build confidence and we will never take unnecessary risk.
4 OUR PROCESS Investing in confidence. Investing with trust. DISCOVERY. Your investment profile is the key to a well-designed portfolio. We want to know who you are and what you care about most. Where are you now? Where do you want to be? Are you still accumulating wealth or are you in a distribution phase? Our first objective is to discover these things, and more about you. DECISIONS. To start down the road to a successful financial journey, we will determine what your goals are and what type of outcome you want to achieve with your financial investments. With your client questionnaire results in hand we will start to develop an investment strategy that aligns with you and your financial goals. RESULTS. Fundamental to achieving your financial objectives is constructing an investment program that not only manages your wealth in conjunction with your life, but also adjusts over time to keep you on track. We are actively involved in monitoring and tracking your investments to keep them in-line with your goals. CONFIDENCE. We will help you overcome obstacles that may get in the way of your financial dreams. We will help you navigate the development and maintenance of a well-designed portfolio. We will be by your side every step of the way through your financial journey. We strive to gain and maintain a high level of confidence from our clients.
5 Your Plan. Your Goals. Your Future. Our philosophy is simple. We build a financial strategy around your goals and your timeline. No matter what your investment style is, what your goals are, or what your time table is, we never put you into a pre-designed financial plan. We build that plan around you.
6 INVESTING FOR Create portfolios that help you achieve your goals. YOUR GOALS For anyone looking to invest, they need to understand where they are and where they want to be. It is important for you to be sure about your goals and always keep in mind that investing takes patience. Your advisor will be with you every step of the way to make sure your investments remain aligned with your goals. QUESTIONS. What are your goals? Are you preparing for retirement? Do you need to provide for family? Are you preparing for a major purchase? Do you need access to your money sooner or later in life? How much risk are you willing to take? YOU CHOOSE. Asset allocation refers to the way in which you weight investments in your portfolio in order to try and meet a specific objective. For instance, if your goal is to pursue growth (and you re willing to take risk in order to do so), you may decide to place 20% of your assets in bonds and 80% in stocks. The asset classes you choose, and how you weight your investment in each, will hinge on your investment time frame and how that matches with the risks and rewards of each asset class. MANAGING YOUR ALLOCATIONS. When prices of different types of assets do not move in tandem, combining these investments in a portfolio can help manage the variability of returns, commonly referred to as market risk. The asset allocation that is right for you depends on your investment time frame, goals, and your tolerance for risk. As your investment time frame and goals change, so might your asset allocation. We will be there to help you re-evaluate your allocations periodically or whenever you experience a milestone event in your life such as marriage, birth of a child, or retirement.
7 A Well-Designed Financial Plan will help you plan for your professional and personal goals. It will help you protect your business, your family and your legacy. Understanding your goals and making sound investment decisions are critical. Why make those decisions alone. We will help you create a strategy and give you knowledgeable advice to create and maintain your plan.
8 BCJ CAPITAL MANAGEMENT REGISTERED INVESTMENT ADVISORY FIRM Our Benchmark is Your Life. Scan here to learn more about BCJ. BCJ Capital Management is an SEC registered investment adviser with offices in Scottsdale and Tucson, AZ, Boise, ID, Salt Lake City and Orem UT, Davis, Irvine and San Diego, CA, and Houston, TX. BCJ may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. BCJ
The journey to financial well-being starts with you.
TIAA-CREF Private Asset Management The journey to financial well-being starts with you. And the people you trust. What are your financial goals? What does financial well-being mean to you? What do you
More informationclarifying choosing a life insurance policy doesn t have to be complicated. Life Insurance Selector life s choices protecting your family
Prospectuses for Equity Advantage Variable Universal Life, and for the investment portfolios offered thereunder, are available from MetLife. The policy prospectus contains information about the policies
More informationMANAGER SELECT. live your. dream. By Implementing Sophisticated Investment Strategies
MANAGER SELECT live your dream By Implementing Sophisticated Investment Strategies Maximize the Value of Your Assets Your Total Wealth Management Strategy Full-time professional supervision Disciplined
More informationA wealth management firm centered on our clients individual needs.
A wealth management firm centered on our clients individual needs. Why Eagle Strategies and why an Eagle Strategies Advisor? Our tools may be similar, but our attitude is different. Eagle Strategies was
More informationHow do I choose the right advisor?
Discover the difference with a Registered Investment Advisor. How do I choose the right advisor? Important questions to ask before you hire an investment advisor. This content is made available by Charles
More informationTHE COMMONWEALTH CHOICE A Partnership That Benefits You
THE COMMONWEALTH CHOICE A Partnership That Benefits You WALTHAM OFFICE 29 SAWYER ROAD WALTHAM, MA 02453-3483 TOLL-FREE: 866.462.3638 PHONE: 781.736.0700 MAIN FAX: 781.736.0793 SAN DIEGO OFFICE 110 WEST
More informationInvesting in high quality, well managed companies for your prosperity and peace of mind
Investing in high quality, well managed companies for your prosperity and peace of mind Welcome to Maxwell Noll For over three decades, Maxwell Noll has provided peace of mind investing for clients. Our
More informationFinancial Peace of Mind
Financial Peace of Mind Financial goals are about more than money. Ultimately, your financial goals are about your freedom so dream big. Careful financial management gives you the power to make your life
More informationIndependent, objective advice
Independent, objective advice LAINE WEALTH MANAGEMENT S MISSION To help our clients improve the quality of their lives by taking a holistic approach which combines comprehensive wealth planning with their
More informationTHE COMMONWEALTH CHOICE A Partnership That Benefits You
THE COMMONWEALTH CHOICE A Partnership That Benefits You waltham office 29 sawyer road waltham, ma 02453-3483 toll-free: 866.462.3638 phone: 781.736.0700 main fax: 781.736.0793 san diego office 110 west
More informationImagine Your Future Set YourGoals Chart Your Course. The Importance of Financial Planning
Imagine Your Future Set YourGoals Chart Your Course The Importance of Financial Planning Ask yourself these questions: Financial Planning Provides Direction and Discipline It s important to know where
More informationPersonal Wealth Management
Personal Wealth Management Integrated Wealth Management Multi Generational Wealth Planning Retirement Plan Solutions Personalized Wealth Management AspenCross Financial Group (AFG) personal wealth management
More informationTHE COMMONWEALTH CHOICE A Partnership That Benefits You
THE COMMONWEALTH CHOICE A Partnership That Benefits You WALTHAM OFFICE 29 SAWYER ROAD WALTHAM, MA 02453-3483 TOLL-FREE: 866.462.3638 PHONE: 781.736.0700 MAIN FAX: 781.736.0793 SAN DIEGO OFFICE 110 WEST
More informationFinancial independence is no accident,
Financial independence is no accident, it requires coordination and planning. Are you coordinated? What is your plan? Most people have only a vague notion about what they need for the retirement they envision.
More informationPortfolio Advisor. Cover title is Agenda Semibold, sentence case. Smart, simple and all about you
Cover title is Agenda Semibold, sentence case. Portfolio Advisor Smart, simple and all about you Cover subtitle is Agenda Medium 13/16. Personalized portfolio management from TIAA Investing doesn t have
More informationComprehensive Wealth Management. Clarity. It changes everything.
Comprehensive Wealth Management Clarity. It changes everything. WHO WE ARE Knowing that you have a plan for your personal finances and retirement frees you to pursue your passions. At Avier, we take the
More informationyour goals Investing to achieve
Investing to achieve your goals Whether it s for a comfortable retirement, a major purchase, or funding a child s education, or saving to leave a legacy, investing to achieve your goals and dreams takes
More informationHow do I choose the right advisor? Important questions to ask before you hire an investment advisor.
How do I choose the right advisor? Important questions to ask before you hire an investment advisor. To choose an advisor you feel comfortable with both personally and professionally it s smart to take
More informationSTRONG FOUNDATIONS, PROVEN GUIDANCE, PERSONAL SERVICE
STRONG FOUNDATIONS, PROVEN GUIDANCE, PERSONAL SERVICE For You and Your Family Since 1959, the Leveroni family has offered clients a caring environment where their interests come first. Leveroni Financial
More informationInvestment Policy Questionnaire
Investment Policy Questionnaire Name: Date: Ferguson Investment Services, PLLC Investment Policy Questionnaire Introduction: The information you provide on this questionnaire will remain confidential.
More informationAmeritas Investment Partners
Ameritas Investment Partners Wealth Management Ameritas Investment Partners AIP 1005 12-14 AIP 1005 WM Client Brochure CMYK.indd 1 12/22/2014 10:01:55 AM solutions by design To help you meet your investment
More informationAdvanced Support Services for Your Personal Portfolio
P O R T F O L I O S U P P O R T S E R V I C E S Advanced Support Services for Your Personal Portfolio Advanced technology, investment research, and administrative services to support your advisor A Foundation
More informationRetires in. Bob plans to retire in 2039. He s somewhat concerned about fluctuating investment values, so you could call him a balanced investor.
Harmonized risk-adjusted target date funds Investing in your retirement has never been easier with Harmonized risk-adjusted target date funds. Think of risk-adjusted target date funds as a single-fund
More informationThe JMS Group At Morgan Stanley
The JMS Group At Morgan Stanley Downtown Location West Side Location 33 E. Main Street, Suite 700 1241 John Q Hammons Drive Madison, WI 53703 Madison, WI 53717 (608) 283-2314 (608) 829-3260 Morgan Stanley
More informationA wealth management firm centered on our clients individual needs.
A wealth management firm centered on our clients individual needs. Why Eagle Strategies and why an Eagle Strategies Advisor? Our tools may be similar, but our attitude is different. Eagle Strategies was
More informationCHOOSING A FINANCIAL ADVISOR
CHOOSING A FINANCIAL ADVISOR Prepared By Winer Wealth Management, Inc. 21243 Ventura Blvd. Suite 207 Woodland Hills, CA 91364 (818) 673-1695 www.winerwealth.com Common Concerns Do any of these sound familiar?
More informationWHO IS HD VEST? SUPPORTING ADVISORS WHO SUPPORT YOU
WHO IS HD VEST? SUPPORTING ADVISORS WHO SUPPORT YOU HD VEST A QUIET BRAND WITH A BIG PRESENCE For the last 30 years of our firm s history, our sole purpose has been to support independent Advisors providing
More informationThe Law Firm Group at Morgan Stanley
The Law Firm Group at Morgan Stanley 717 TEXAS AVENUE SUITE 3050 HOUSTON, TX 77002 713-658-2777 / MAIN 800-890-2774 / TOLL-FREE 713-658-2729 / FAX lawfirmgroup@mssb.com The Law Firm Group at Morgan Stanley
More informationCommitted to Responsible Wealth Management Since 1849
Committed to Responsible Wealth Management Since 1849 One belief has carried us through time. From the very beginning, our founders believed that matters of finance are highly personal and deserve an equally
More informationInvestor Profile Questionnaire
Investor Profile Questionnaire Making the right investment choice about your universal life investment portfolio always starts with an understanding of your personal goals and objectives. Working with
More informationF O L L O W YO U R O W N PAT H
FOLLOW YOUR OWN PATH YOUR JOURNE Y, YOUR G UID E Success in life isn t about money. Rather, success is defined by your actions and your reactions to life s experiences, the roads you travel, and the bumps
More informationPrivate Banking Wealth Management
Private Banking Wealth Management Our mission Our mission is to be with you at every point, providing the financial expertise to help you achieve your goals. Whether your needs are basic or complex, we
More informationFinancial Fact Finder
Financial Fact Finder Strategic Wealth Management Group Ltd. Chief Centre, Suite 100 455 Valley Brook Road McMurray, PA 15317 www.swmgroup.com Phone: 724.969.1180 Toll Free: 800.693.2200 Fax: 724.969.0321
More informationABOUT LPL FINANCIAL. serving. financial advisors. and their clients
ABOUT LPL FINANCIAL serving financial advisors and their clients the need for objective advice has never been greater Amid an ever-changing investment landscape, investors need an expert and experienced
More informationRETIREMENT INSIGHTS. Is It Time to Rebalance Your Plan Investments? Mutual Fund Categories: A Primer for New Investors
RETIREMENT INSIGHTS July 2014 Your HFS Team Heffernan Financial Services 188 Spear Street, Suite 550 San Francisco, CA 94105 800-437-0045 rebeccat@heffgroup.com www.heffgroupfs.com CA Insurance Lic# 0I18899
More informationExpert Advice. Global Perspective. Personalized Solutions.
Expert dvice. Global Perspective. Personalized Solutions. C Cincinnati ealth anagement dvisors of cincinnatiwealth.com Our mission is to help our clients accumulate, preserve and transfer their wealth
More informationPrivate Asset Management
TIAA-CREF Trust Company, FSB Private Asset Management Customized investment solutions to meet your unique needs over time About TIAA-CREF Trust Company s Private Asset Management TIAA-CREF Trust Company
More informationUsing Credit Strategies Wisely in Retirement Planning.
Using Credit Strategies Wisely in Retirement Planning. Prepared by. Lawrence Katz, Regional Private Banking Manager. Todd Barfield, Regional Private Banking Manager. In this white paper. 1 Meeting capital
More informationKey Person Life Insurance Protect your business by insuring its MVPs LIFE INSURANCE
Key Person Life Insurance Protect your business by insuring its MVPs LIFE INSURANCE Life. your way Strive to live your dreams. Discover the flexibility of life insurance protect, accumulate and transfer
More informationSERVICE. LOYALTY. HONESTY. INTEGRITY.
SERVICE. LOYALTY. HONESTY. INTEGRITY. USAA WEALTH MANAGEMENT Since 1922, USAA s mission has been to facilitate the financial security of our members and their families. Our approach is built on a tradition
More informationCLIENT RISK PROFILE QUESTIONNAIRE
Chadha Investment CLIENT RISK PROFILE QUESTIONNAIRE Financial Advisor: Chadha Investment Client s Name : A. Personal Particulars 1. Where can we reach you? (You prefer mail being sent to: Office Home )
More informationboston partners financial group llc
boston partners financial group llc III 1 boston partners financial group llc about boston partners What sets us apart from other financial service firms is the support and collaboration of our associates
More informationTHE FINANCIAL PLANNING COMPANY
THE FINANCIAL PLANNING COMPANY Everything we do at Wallstone revolves around YOU, your goals, dreams and aspirations and what needs to be done to achieve these. OUR CORPORATE CULTURE THE CULTURE AT WALLSTONE
More informationRisk tolerance questionnaire
Risk tolerance questionnaire Many people are uncertain about the level of volatility they can or should tolerate in their investments. The information gathered here will help you and your advisor determine
More informationYou, Your Advisor & Retirement Management Systems
Savings Plan Management An asset allocation and rebalancing program for your company-sponsored retirement account. You, Your Advisor & Retirement Management Systems Saving for Retirement Through Your Employer-Sponsored
More informationPart 2A of Form ADV: Firm Brochure
Part 2A of Form ADV: Firm Brochure Item 1 Cover Page A. Adviser Name: Potomac Wealth Management LLC Address: 737 Walker Rd. Suite 1B, Great Falls, Virginia 22066 Phone: (202) 236 9667 Website:www.potomacwealthmanagementllc.com
More informationPersonal Financial Planning - 5 Investment Strategies For Independent Wealth Advisors
The advisor you trust for today s needs and tomorrow s goals. WE DO WHAT S RIGHT FOR OUR CLIENTS NOT WHAT S EASIEST Our clients value a partner they can trust to lead them confidently along the path toward
More informationLIFE INSURANCE. Spousal Lifetime Access Trust. Transferring wealth and retaining spousal access
LIFE INSURANCE Spousal Lifetime Access Trust Transferring wealth and retaining spousal access Life. your way SM Strive to live your dreams. Discover the flexibility of life insurance protect, accumulate
More informationstrategic asset management discover financial independence Through Powerful Advice
strategic asset management discover financial independence Through Powerful Advice envision your financial future Set Your Expectations High Whatever your destination, a solid investment program can help
More informationInvestment Services. We Find a Way
Investment Services We Find a Way If you re looking for a steady, carefully balanced approach to investing you ve found it. Webster Investment Services is a dedicated group of financial consultants with
More informationLIFE WHOLE. MetLife Promise Whole LifeSM. life. a foundation for
LIFE WHOLE MetLife Promise Whole LifeSM a foundation for life Life. your way SM Strive to live your dream and plan for the if in life. Discover the flexibility of life insurance protect, accumulate and
More informationYear End Financial Planning for 2014
Year End Financial Planning for 2014 As we near the end of 2014 and begin preparing for 2015, it is important to reflect on the changes we have experienced over the last year. Life s milestones can range
More informationBuild your investment program on a strong foundation
A MassMutual Investment Program Guide for Financial Professionals Build your investment program on a strong foundation Smart Architecture SM offers retirement plan sponsors and advisors Diversification
More informationFeed Future. your. Asset Allocation Builder. Jerry s Enterprises, Inc. Employees 401(k) Plan
Feed Future your Asset Allocation Builder Jerry s Enterprises, Inc. Employees 401(k) Plan RETIREMENT PLAN ADMINISTRATIVE AND RECORDKEEPING SERVICES PROVIDED BY MCCREADY AND KEENE, INC., A ONEAMERICA COMPANY
More informationSoltis Investment Advisors
Soltis Investment Advisors 401 (k) Participant Services & Executive Financial Planning Services Soltis Investment Advisors is proud to be among the first investment advisors globally to successfully complete
More informationRetirement Plan Distribution Choices
Retirement Plan Distribution Choices Using this guide Use this guide to narrow your retirement plan choices and options when retiring from P&G based on your age and financial need. Retirees cannot undo
More informationA FAMILY GUIDE TO SAVING FOR COLLEGE
START SMART A FAMILY GUIDE TO SAVING FOR COLLEGE SCHOLASTIC and associated logos are trademarks and/or registered trademarks of Scholastic Inc. All rights reserved. WELCOME, PARENT OF A FUTURE COLLEGE
More informationNothing is constant but change.
Nothing is constant but change. Whether you re a young adult or an active senior everyone worries about money. And no matter how much we make and accumulate over the years, we all have common concerns.
More informationInvestment Management for Non-Profit Organizations
Investment Management for Non-Profit Organizations Bradley, Foster & Sargent has worked with non-profit organizations for many years managing their endowments and helping them achieve their mission, long
More informationGetting to know your CUNY retirement plan
Getting to know your CUNY retirement plan It s About You If you re the independent type, you can do your own thing. If you want some help, tools are available to assist you. Confused about investing and
More informationLife Insurance Selector SM. clarifying. life s choices
Life Insurance Selector SM clarifying life s choices Protecting your family choosing a life insurance policy to protect life s ifs doesn t have to be complicated. MetLife has been helping people find solutions
More informationListening. Carefully.
Listening. Carefully. growth security freedom perspective grateful Your Wealth. W h at doe s it mean to yo u? family adventure giving progress legacy opportunity choices Your passion guides our perspective.
More informationWealth Management Client Guide. Organize Analyze Plan
Wealth Management Client Guide Organize Analyze Plan Who We Are Go confidently in the direction of your dreams. Live the life you have imagined. HENRY DAVID THOREAU We are your financial advocate. We take
More informationWEALTH MANAGEMENT SHOULD START WITH A CONVERSATION ABOUT YOU
WEALTH MANAGEMENT SHOULD START WITH A CONVERSATION ABOUT YOU YOUR WEALTH MANAGEMENT PROGRAM IS A SERIOUS ENDEAVOR, one that calls for skill, trust, commitment, responsibility, and performance; but mostly,
More informationInvesting for your present and future financial
Advisor Select Investing for your present and future financial needs can seem overwhelming. It shouldn t be, and it doesn t have to be. Implementing a well-conceived investment strategy is vital to helping
More informationPlan for Your Future. Make It Happen. Morgan Stanley can help you achieve your financial goals.
Plan for Your Future. Make It Happen. Morgan Stanley can help you achieve your financial goals. What Are Your Hopes and Dreams? Regardless of what stage of life you re currently in moving ahead in your
More informationFinancial Planning. Step by Step. Take the next step.
Financial Planning Step by Step Take the next step. With every baby born, mortgage mulled over and education anticipated. With every retirement dreamed of, with every eventuality hopefully accounted for.
More informationVoit Investment Management, LLC A Registered Investment Advisory Company
Voit Investment Management, LLC A Registered Investment Advisory Company Portfolio Management Questionnaire Name(s): Address: Street City State Zip Mailing Address (if different): Telephone: Home Business
More informationThe California Delta Group at Morgan Stanley Smith Barney....managing change
The California Delta Group at Morgan Stanley Smith Barney...managing change Delta is the symbol for change... The California Delta Group at Morgan Stanley Smith Barney looks forward to helping our clients
More informationInvestor Profile Questionnaire. Client s Name: Advisor s Name: Date: Financial Goal: 4729-00A-JUNE15
Investor Profile Questionnaire Client s Name: Advisor s Name: Date: Financial Goal: 4729-00A-JUNE15 Questionnaire 1. When will you need access to this investment portfolio, whether by way of regular withdrawals
More informationLife Insurance Review. Ensuring life insurance coverage meets today s goals. Life. your way
Life Insurance Review Ensuring life insurance coverage meets today s goals Life. your way SM Life. your way Strive to live your dream and plan for the if in life. Discover the flexibility of life insurance
More informationThe Brunner Fox Group at Morgan Stanley. Wealth Management Solutions for the Privately Held Business
The Brunner Fox Group at Morgan Stanley Wealth Management Solutions for the Privately Held Business 717 Texas Avenue, Suite 3050 Houston, TX 77002 800-890-2774 / TOLL-FREE 713-658-2786 / MAIN 713-658-2729
More informationPASSING THE TORCH. How to plan for a successful succession
PASSING THE TORCH How to plan for a successful succession KEY TAKEAWAYS Having a succession plan in place is vital to the ongoing success and potentially to the near-term growth of your practice. You can
More informationBenefits of Separately Managed Accounts
703 Market Street, 18th Floor San Francisco, CA 94103 800.541.7774 Benefits of Separately Managed Accounts Separately Managed Accounts are known under a number of other names including individually managed
More informationCreating the future you want is clearer than you think. One-on-one financial planning
Creating the future you want is clearer than you think One-on-one financial planning A complementary fit Your financial needs, Our custom solutions Sound financial health. It takes in-depth analysis. It
More informationLIFE TERM. Guaranteed Level Term. Protection. Flexibility. Value.
LIFE TERM Guaranteed Level Term Protection. Flexibility. Value. Life. your waysm Strive to live your dream and plan for the if in life. Discover the flexibility of life insurance protect and transfer wealth
More informationThe Insured Annuity Strategy. What would you do in retirement if you knew your income was guaranteed for life?
The Insured Annuity Strategy What would you do in retirement if you knew your income was guaranteed for life? Enjoy the retirement you want to live. You re working hard to save for your retirement. Yet
More informationINVESTMENT POLICY STATEMENT. Creighton University 403(b) Retirement Plan
INVESTMENT POLICY STATEMENT For Creighton University 403(b) Retirement Plan November 2008 Cornerstone Advisors Asset Management, Inc. 74 West Broad Street, Suite 340 Bethlehem, PA 18018 TABLE OF CONTENTS
More informationWealth Management. Why Wealth Management?
Why Wealth Management? Most of us have financial goals that require the accumulation of savings. Whether it is to create a retirement nest egg to cover expenses after we leave the workplace, to supplement
More informationClarity Confidence Compassion Financial Planning on Your Terms
Clarity Confidence Compassion Financial Planning on Your Terms & Investment Management, Inc. Goals + Planning Uncertainty = Happiness This simple equation is the core focus of our practice. Experience
More informationDefine your goals. Understand your objectives.
Define your goals. Understand your objectives. As an investor, you are unique. Your financial goals, current financial situation, investment experience and attitude towards risk all help determine the
More informationCreate a big impact for clients and your business
PROFILES IN PHILANTHROPY ADVISOR PERSPECTIVES ON CHARITABLE PLANNING Create a big impact for clients and your business We all want to make a difference in the world particularly in difficult times. The
More informationInvesting in a Transforming World: The Wealth Allocation Framework WEALTH MANAGEMENT INSTITUTE FALL 2014
Investing in a Transforming World: The Wealth Allocation Framework WEALTH MANAGEMENT INSTITUTE FALL 2014 In the last 60 years, Modern Portfolio Theory has become an established cornerstone of prudent investment
More informationMulti-Asset. Not FDIC Insured May Lose Value No Bank Guarantee
Multi-Asset Not FDIC Insured May Lose Value No Bank Guarantee TAKING THE NEXT STEP You re working hard for your money. The next step is getting your money to work for you. Each of the three Franklin NextStep
More informationProbabilities Long/Short
Probabilities Long/Short Strategy Overview: The portfolio manager uses quantitative and qualitative analysis to identify trading opportunities based on long term trends and patterns in historical data
More informationCONSERVATIVE WEALTH PRESERVATION AND TRUSTED GUIDANCE
CONSERVATIVE WEALTH PRESERVATION AND TRUSTED GUIDANCE Our holistic view of wealth management addresses your needs for today and helps you plan for tomorrow. Knowledge. Trust. Commitment. Financial Strategies
More informationWealth Management A Prudent Process
Wealth Management A Prudent Process Craig Chapman, CFP Director Investments Financial Advisor My Business Story Compliance Approval: A28081915RM1 Thank you for taking the time to examine my business story
More informationSouthern Caregiver Resource Center Caring for those who care for others
Southern Caregiver Resource Center Caring for those who care for others Fact Sheet: Choosing a Financial Planner If you have been making financial plans for yourself or with an older relative you may have
More informationEmbracing the Freedom of Independence Please call 800-478-2602 or visit www.woodstockfg.com
Embracing the Freedom of Independence Please call 800-478-2602 or visit www.woodstockfg.com Adviser can now own their financial practice, removing themselves from the typical office setting and turn possibilities
More informationThe Hoelzel Jacobson Hare Group at Morgan Stanley Smith Barney
The Hoelzel Jacobson Hare Group at Morgan Stanley Smith Barney 15260 Ventura Blvd. Suite 1900, Sherman Oaks, CA 91403 818-382-5780 / MAIN 800-237-4821 / TOLL-FREE 818-382-5768 / FAX fa.smithbarney.com/hoelzeljacobsonharegroup/
More informationThe Nation s Leading Independent Source of Financial Services and Investment Advice. Linsco/Private Ledger
The Nation s Leading Independent Source of Financial Services and Investment Advice Linsco/Private Ledger The Need for Objective Advice Has Never Been Greater Amid an ever-changing investment landscape,
More informationplanning your financial future
Financial Planning planning your financial future Planning is the cornerstone of successful client relationships and is essential to understanding your goals and helping you take control of your financial
More informationRRSP. Tax Savings on Retirement Funds. Securing your future with mutual funds, RRSPs, pensions and portfolio management services.
RRSP Tax Savings on Retirement Funds Securing your future with mutual funds, RRSPs, pensions and portfolio management services. Did you know that a Fortress Registered Retirement Savings Plan (RRSP) can
More informationBlakeway & Associates. Wealth Management
Blakeway & Associates Wealth Management We are committed to Addressing Many Aspects of Your Financial Life. Blakeway & Associates offers clients and their families big picture thinking in a consultative
More informationABOUT LPL FINANCIAL. The strength of partnership
ABOUT LPL FINANCIAL The strength of partnership supporting financial advisors who serve you the need for objective advice has never been greater Amid an ever-changing investment landscape, investors need
More informationTrust services you and your family can count on today and tomorrow. Vanguard Asset Management Services TM
Trust services you and your family can count on today and tomorrow Vanguard Asset Management Services TM Feel secure knowing that your trust assets will be prudently managed, protected, and distributed
More informationLife Insurance Review. helping to ensure your life insurance coverage meets today s goals
Life Insurance Review helping to ensure your life insurance coverage meets today s goals Life. your way Strive to live your dream and plan for the if in life. Discover the flexibility of life insurance
More informationWealth Management: Financial Planning for the New Economy
Contents Are You Positioned for Financial Success?...2 What is Wealth Management?....3 Am I a Candidate for Wealth Management?...5 The Wealth Management Process: A Snapshot...6 Why Consider a Wealth Management
More information