YOUR FINANCIAL MAKEUP.....QUESTION YOURSELF??? |
Before filling in blanks on a questionnaire, relax. Write down anything pertinent to your lifestyle, future-plans, financial fears,time horizons, and any other particulars including your outlook(s) on investing and knowledge levels. We will supply different types of questionnaires or surveys because people are different. People's needs and wants are similar in many ways however. |
-Are my will/trusts current and easily obtainable if needed? -Do I have access to information and understanding of my assets, taxes, social security, employee benefits, insurances, and a plan for back-up from somebody I trust? -Have I listed and inventoried, this information for those and me I trust? (Confidential Financial Survey) |
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-Are all my investments situated in a manner that saves costs, adds to efficiency, and allows for ease of understanding, changes, and management? |
-Can I get answers confidentially from you quickly? (Q&A) |
-What do your services cost and what should I expect? " We meet in person if preferred or from our site and answer questions about us, and we include the analysis, surveys, and answers you need before any COSTS or FEES. Our advice will hopefully result in an opportunity to work with you for years to come. We work with clients for about 1% per annum, (fee schedule), and add more value with reasonable tax preparation for individuals and small companies on a personal basis. (Tax Fee Schedule / Turnkey Tax Services) |
-Is it important that I understand what I have and what I'm doing so I don't panic or make an unwise decision with or without professional help?Our clients and prospects are our focus entirely. Our revenues come from you and no one else. We try to provide education, timesavings, with a path through understanding and planning in an imperfect financial world. Handholding and conviction towards common sense don't hurt among the madding masses of investors who cling to yesterday's headlines for good long-term advice.NEXT----> STRATEGIES / METHODOLOGY |
Securities and Advisory Services offered through SII Investments, Inc. Member NASD/SIPC and a Registered Investment Advisor" |
