... |
takes the time to understand you and your goals. |
... |
learns your objectives, time horizon and risk
tolerance. |
... |
offers innovative strategies tailored to your individual
needs. |
... |
has the training, time and technological resources to
create greater overall wealth and protection for you and your
heirs. |
... |
may help you increase your investment results (twelve year study by Dalbar, Inc. showed
investors who used an adviser outperformed those who didn't by
16%). |
... |
can be objective and will hold you accountable to
your goals. |