Approach
When you become a client, our process begins with an evaluation to understand your needs, attitudes and aspirations. The information yielded in this evaluation becomes the mortar for building your financial program; the more information you provide, the stronger the foundation will become.
After your evaluation, we present a plan that offers suggestive strategies that utilize institutional investment companies or highly-rated insurance companies that best fit your financial objectives and goals. To execute the strategies, these selective companies may include a combination of mutual funds, exchange traded funds, individual stocks, bonds, variable annuities, life insurance or long-term care insurance.
Once implemented, we provide continued guidance through performance updates and regular evaluations. Our promise is to put your needs first.
Investment adviser representative offering securities and investment advisory services through Cetera Advisors LLC, member FINRA,SIPC.
Broker/dealer and advisory services available to residents of CA, MO, NJ, OK & WA. Insurance services available to residents of WA.
Asset Management Strategies, INC. is not affiliated with Cetera Advisors LLC.