MAKE DECISIONS BASED ON FACTS AND LOGIC
Recent surveys of affluent Americans consistently
tell us their major frustration is that their advisors
should be more proactive about future issues
that might affect their financial well-being. Those
concerns are addressed in the logical, proactive
approach we take with all our clients.
Historically, you may have purchased financial or
insurance products and then later found out how
they affected your tax and investment planning.
The correct course of action is to learn the 5
critical questions to ask every advisor before you
buy any financial product or plan for your future.
But many times investors don’t know the right
questions to ask or don’t have a process to
filter out myths and misconceptions and help
them find out the must-know, critical facts to
make logical decisions for their future. Have you
quantified both known and undisclosed fees,
taxes and risk issues in your financial plan? The
questions on the back of this brochure and at
are helpful.
CONSUMER GUIDE TO FINDING THE RIGHT ADVICE GIVER
1
If there was a missing fact
or piece of information that was
costing you a significant amount
of money now or would cause a
significant problem or cost in your
future, when would you want to
know about it? Today? 5-10 years
from now? Never?
2
And if that fact or piece of
information was a critical must-
know fact, would you agree that
you would want to know about
it prior to making any type of
financial decision, especially one
that put your money at risk?
If you answered “today” and “yes”...
THAT’SWHAT MAKES OUR FIRM
DIFFERENT!
We believe in identifying all the facts necessary
to make a sound financial decision that is in your
best interest – BEFORE making the decision.
1 3,4