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Making Sense Of Investing
Making Sense Of Investing
A financial advisor who knows you by name Features at a glance
• Hands-on approach
• Stocks, bonds, certificates of deposit (CDs), mutual funds, exchange-traded funds (ETFs) and annuities
• Flexibility
• $0 minimum


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The benefits of a financial advisor
Reaching the goals you have for tomorrow begins with a relationship today. It all starts with connection. Something personal and real
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Staying on track
An important step in reaching your goals is ensuring your investments stay aligned with your goals and comfort with risk. You can work with your financial advisor to review your account and determine when and how you will rebalance or make changes to keep your portfolio on track


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How we build your portfolio together
We'll provide the framework. You decide how you want to use it. Your financial advisor will work with you to provide guidance you can use to help build your portfolio based on your goals, comfort with risk and time horizon. How you choose to implement this guidance with your financial advisor is up to you – you make the decisions on buys and sells.
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Warren Buffet
Rule No. 1 is never lose money. Rule No. 2 is never forgetting Rule No.1
The benefits of a financial advisor

Planning your retirement.

Preparing for the unexpected.

Providing emotional guardrails.

Avoiding unnecessary taxes.

Promoting financial and physical wellness.

Creating a long-term financial strategy customized to you.

Using data-driven decision-making.

Trade anytime, anywhere !