We Get to Know You

 

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. It starts with a conversation. We’ll get to know you, and how you think about your finances. In working together, we’ll understand what you want to accomplish, and how much risk you are willing to take. We’ll look at your current situation, and help you identify your goals.


Once your goals have been established, we will customize appropriate investment strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

    •    Retirement strategies
    •    Tax management
    •    Estate conservation
    •    Insurance and annuity products
    •    Investment management

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.