Our main objective is to help you achieve your LifeStyle goals. We do this by taking the time to make sure that we have a clear understanding of what these goals are before any financial advice is given. Your advisor has access to a variety of financial planning options so that you will enjoy choice, value and high-quality service.
Below is a variety of financial planning services available. Your advisor can assist in helping you to determine the level of service that is most appropriate for your situation.
What We Offer:
A Free, no obligation initial Get Acquainted Meeting, which can be conducted in person or by phone.
As needed financial planning on an hourly fee or by a flat fee
Annual retainers for clients wishing to have an ongoing relationship
Personalized financial goal setting and advice
Review of your existing investments, wills and insurance policies
Referral to our network of independent professionals when needed
Second opinion of your current investments and investment strategy
Weekly market commentaries and quarterly newsletters in order to keep you informed and updated on financial topics
Fee only asset management programs
Quarterly performance reports
Online account access through our web site
Convenient location and flexible hours
No sales pressure.
No Minimums - Everyone, regardless of their net worth or income, is treated equally.
How We Work:
We will give you an estimate, up-front, of the expected fee and we will not go over that amount without talking to you first.
You can choose how much we do for you. You can implement the plan yourself, or we can implement it for you.
We can work together in person, by phone or via email.
Annual check-ups are recommended, but not required.
Securities offered through Securities America, Inc., Member FINRA/SIPC, C. Reed Terry, Registered Representative. Advisory services offered through Securities America Advisors, Inc., C. Reed Terry, Investment Advisor Representative. LifeStyle Financial Network, LLC and the Securities America companies are not affiliated. Licensed to offer securities products in AL, GA, FL, PR, TX, OH and TX. Licensed to offer insurance products in AL and FL. Licensed to offer advisory services in AL and TX.
Our main objective is to help you achieve your LifeStyle goals. We do this by taking the time to make sure that we have a clear understanding of what these goals are before any financial advice is given. Your advisor has access to a variety of financial planning options so that you will enjoy choice, value and high-quality service.