Forum forum zespołu muzyki folk Portfolk Strona Główna forum zespołu muzyki folk Portfolk
Zapraszamy do dyskusji... TO SCOTLAND!!!
 
 FAQFAQ   SzukajSzukaj   UżytkownicyUżytkownicy   GrupyGrupy     GalerieGalerie   RejestracjaRejestracja 
 ProfilProfil   Zaloguj się, by sprawdzić wiadomościZaloguj się, by sprawdzić wiadomości   ZalogujZaloguj 

hollister outlet How to Choose the Right Financial

 
Napisz nowy temat   Odpowiedz do tematu    Forum forum zespołu muzyki folk Portfolk Strona Główna -> Doradź nam coś.
Zobacz poprzedni temat :: Zobacz następny temat  
Autor Wiadomość
beioiog7y3l
Kapitan jachtowy


Dołączył: 19 Lip 2013
Posty: 10179
Przeczytał: 0 tematów

Ostrzeżeń: 0/5
Skąd: England

PostWysłany: Wto 18:41, 13 Sie 2013    Temat postu: hollister outlet How to Choose the Right Financial

If you want to work with a top notch, high quality firm with YOUR best interests in mind, call Synergetic Finance, a [link widoczny dla zalogowanych] Seattle-based wealth management firm, at 206-386-5455. You can also visit Synergy's website or blog to learn more about choosing the right advisor to ensure your financial future.

Financial planning is one of the most important things we can do to prepare ourselves for a successful future, whether that future includes sending your kids to college, paying for a fairytale wedding, building [link widoczny dla zalogowanych] a dream home or retiring comfortably. But [link widoczny dla zalogowanych] financial planning is a [link widoczny dla zalogowanych] complicated process, because no two [link widoczny dla zalogowanych] people are the same, and everyone has different goals.
In addition, there is so much to [link widoczny dla zalogowanych] know and to keep track of - stock market fluctuations, economic forecasts, risk tolerance, financial goals, investment goals, portfolio performance, etc. - that it is important [link widoczny dla zalogowanych] to work with a financial advisor and wealth management team working toward your financial objectives and goals.
The problem with choosing the right team is that there are tens of thousands of financial planners and investment managers out there. How do you know which one is right for you? Here are some things to consider:
1) Do you want a firm that takes a one-size-fits-all approach to financial planning, or do you want to work with an advisor who customizes a plan for you based on your specific goals?
2) Do you want to work [link widoczny dla zalogowanych] with someone who represents one company's investment products, or would you prefer to work with an investment manager who has access to a variety of companies and products?
3) Do you want an advisor who mails out quarterly statements but [link widoczny dla zalogowanych] never calls, or would you like someone who checks in with you regularly to discuss your portfolio's results compared to your goals?
4) Would you like to work with a firm where you work with whichever advisor answers the phone like a customer service call line, or do you want a relationship manager that responds to you personally, knows you by name and truly cares about your financial success?
5) Do you want an advisor who only has a fiduciary responsibility to offer products and strategies that will fit your situation, or do you want an advisor like a Registered Investment Advisor who is required to put your financial needs [link widoczny dla zalogowanych] first?
If you want a generic, [link widoczny dla zalogowanych] one-size-fits-all, don't-bother-me type of advisor, then just about [link widoczny dla zalogowanych] any advisor will do. You hand over your money, he or she invests it, and then sends periodic statements.
However, if it is important to you to work with an investment management firm that will customize a financial plan that meets your needs, understands the market, represents various companies and who really wants you to reach your goals, then make your choice more carefully. Interview several wealth management firms, get referrals from trusted friends and family and make the best decision for your financial future.
相关的主题文章:


[link widoczny dla zalogowanych]

[link widoczny dla zalogowanych]

[link widoczny dla zalogowanych]


Post został pochwalony 0 razy
Powrót do góry
Zobacz profil autora
Wyświetl posty z ostatnich:   
Napisz nowy temat   Odpowiedz do tematu    Forum forum zespołu muzyki folk Portfolk Strona Główna -> Doradź nam coś. Wszystkie czasy w strefie EET (Europa)
Strona 1 z 1

Skocz do:  

Możesz pisać nowe tematy
Możesz odpowiadać w tematach
Nie możesz zmieniać swoich postów
Nie możesz usuwać swoich postów
Nie możesz głosować w ankietach


fora.pl - załóż własne forum dyskusyjne za darmo
Powered by phpBB © 2001 phpBB Group

Chronicles phpBB2 theme by Jakob Persson (http://www.eddingschronicles.com). Stone textures by Patty Herford.
Regulamin