Do you know the name of the professional handling your investment? When was the last time you got a call or email from them? Has your investment been assigned to someone you’ve never even heard of – a total stranger who never bothers to hear from you?
Maybe that’s how it is for you. But is that the way it has to be?
If your original investment professional left his or her broker/dealer for another, chances are your investment account has become a “house” account, assigned to someone you have never met who has never learned about your personal financial objectives. With that kind of indifference, maybe you’re thinking, “I might as well go it alone.”
Don't go it alone. Instead, talk to me. I want to get to know you and learn about your financial goals. My goal is to become your investment professional for life. Not merely someone who watches over your investments from time to time, but a friend who watches out for your financial wellbeing all of the time.
As my business continues to grow, it grows from personal relationships with grateful clients. I particularly like helping clients who wonder if their accounts have “fallen through the cracks.” I will actively care about your investments.
Rest assured, I’ll treat you with the utmost care and courtesy because your respect and support mean so much to me.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Do You Know Your Investment Professional?
July 08, 2021