Hope you had a great summer, with the opening of the school year this new season gives us another opportunity to get our financial house in order. Time to consolidate and rollover 401k’s and IRA’s into one new account, it is easy and very simple. Often you can transfer stock, bond and mutual fund positions without liquidating them saving you money on transactions. Most retirement accounts can be transferred in 10 days to two weeks. There are many advantages to hiring a financial professional to help you reach your financial goals. The most important factor is the process it self. Investing is a long term process filled with many ups and downs good years and bad, but over the long term you simply have to put a plan in motion and follow thru.
As your financial representative I can not offer you guarantees or exaggerated claims but I can offer the following:
First, confidentiality is the cornerstone of my business. Each of my client relationships is distinctly separate and totally private.
Second, thoughtful and courteous service is guaranteed. This is a people business.
Finally, I do not do “cookie cutter” financial planning, everyone is unique with there own specific needs and risk tolerances. I will never give advice and counsel to a client without thoroughly understanding his or her needs.
Best Regards,
James J. Foytlin Jr.
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