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Working Together
Statement of Commitment to Investors
Today's investors are well aware of the potential rewards of equity investing. But most people lack the time
and expertise necessary to make sound day-to-day investment decisions. That's why many people seek the advice
and guidance of a professional financial advisor.
As your retirement advisor, Clifford & Rano Associates can guide you in designing an investment plan that reflects
where you are and where you want to be. Together, we can explore a variety of investment products and services
available to you, and select the options that may work well with your goals.
Working With a Financial Advisor
Your first step toward successful investing is building a relationship with your Clifford & Rano Advisor,
who is well-trained to help you. Because we recognize every client is unique, we approach each relationship through these six steps:
- Understanding you. Your relationship starts with a frank conversation to help your Financial Advisor thoroughly understand your goals, your tolerance for risk and your particular needs.
- Analyzing your needs. You and your Financial Advisor review and analyze your current financial situation and evaluate various strategies that could be employed to help you reach your goals.
- Tailoring your solution. Your Financial Advisor evaluates and recommends a combination of investments for your strategy, and makes sure you understand them.
- Carrying out your choices. Your Financial Advisor helps you implement the investment strategy that you have chosen.
- Track your progress. Once your investment plan has been implemented, your Financial Advisor will help you track your progress. Changing market conditions are a given and over time, your financial situation may change as well. As such, monitoring your investments to ensure your portfolio remains in line with your objectives is important. Periodic adjustments may be recommended in an effort to take advantage of potential opportunities, while minimizing the effects of market downturns.
- Staying committed to you. Your Financial Advisor maintains an ongoing commitment to the relationship through regular contact, timely account information, and seeing that your questions or concerns are resolved.
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*All Quotes 30 Min Delay
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