Imagine meeting with your financial advisor &:
being ACTIVELY INVOLVED in the account review,
being KNOWLEDGABLE about what is being done and what it costs,
having CONFIDENCE your advisor, plan and investments are excellent,
receiving the RIGHT information to make WISE financial decisions,
and KNOWING you are DOING THE MOST with all you have.
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ACHIEVING THIS for you is MY PASSION.
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So, how can you and I make that happen?
Shown below are three philosophically ways we can work together:
Traditional Financial Advisor
Takes the lead in
developing and implementing
your financial and
investment management plan.
Financial Planner
Do you want to FOCUS ON GOALS not on insurance or investments?
Do you want to LOOK AT POSSIBILITIES at a high level?
Do you want to DEVELOP A PLAN that connects where you are and where you want to go?
Our Broker Dealer - First Allied Securities Inc.
Based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses.
First Allied is part of Cetera Financial Group®, a leading network of independent retail broker-dealers.