THE BALL IS IN YOUR COURT

Our first meeting will give us an opportunity to get acquainted with one another. Because financial freedom means different things to different people, we’ll discuss your personal vision for the future and the means to accomplish your goals. Whether you are an experienced investor looking for better ways to manage your portfolio or just beginning to plan for your financial future, we’ll cover a broad range of concepts that will address your specific concerns. The more details we have, the better we’ll be able to help you. You’ll most likely have many questions, and we will spend time answering each one. In addition, here are some things we’ll be able to accomplish during the consultation, in order to make the best use of your time:

  • Determine your investment objectives, risk tolerance, liquidity needs, etc. before making recommendations.
  • Address the three major risks that face retirees—Longevity, Inflation, and Sequence of Return (SOR) risk.
  • Discuss the features, benefits, pros, and cons of appropriate investment options.
  • Explain all the costs associated with each investment option.
  • Discuss potential returns associated with each investment option.
  • Supply approved sales literature for each investment option
  • Explain the ongoing support and services Portfolio Financial provides.
  • Decide how often we will meet, and set up your review schedule. 

Once we’ve determined that we’re a good fit to work together,
we can schedule our next meeting.

 

To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DE, FL, GA, IL, IN, KS, MA, MI, NC, NH, NY, OH, RI, SC, SD, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.