No two clients have the same story. The most important step in establishing an investment strategy is getting to know our clients and understanding what is important to them. We do this by asking questions so that we can appreciate where they are in their thinking.
- What are your financial goals?
- What is your risk-tolerance?
- Are you working, married?
- Do you have children?
- When would you like to retire?
We are knowledgeable on the many different types of retirement accounts, college funding accounts, individual and joint accounts, mutual funds, annuities, managed accounts and brokerage accounts (which can hold individual stocks and bonds).
It is important to note that we are NOT stock pickers or day traders. We leave individual security selection up to people who do that for a living, namely the people the fund companies hire to manage their funds -- professional money managers. However, we do our homework on the money managers we work with to determine not only who has done well in he past, but why they are successful and are those reasons likely to persist in the future.
We receive compensation for our work either through commissions or fees. Your situation and personal thoughts will guide us to the appropriate compensation method.
Important Disclosures
Securities products and investment advisory services offered through registered representatives and investment advisor representatives of Tower Square Securities, a broker/dealer (Member
FINRA/
SIPC) and a Registered Investment Advisor. Bristol Financial Services is not affiliated with Tower Square Securities. Neither Tower Square Securities nor its representatives offer tax or legal advice. Please consult your tax advisor or attorney for guidance.
Representatives in this office are registered to offer products and services in the following states - VT, NH, CT, ME, NY, GA, CO, CA, NJ, MA, MI, OR, VA, NE, UT, IL, NC, PA, DC, KY, and FL. Registrations vary by representative.
Investment Advisory Services offered in the state of Vermont.
L0210086043
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