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Call us NOW! 631-234-0871
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Should you hire us to manage your investments, your assets will be protected as follows:
- Assets will be held in your own personal accounts NOT OURS
- We will NOT have the ability to withdraw assets
- We are NOT stockbrokers. The custody of your assets will be held with Charles Schwab, Inc.
- Charles Schwab is one of strongest investment banks in the United States
- Charles Schwab is a member of the Securities Investors Protection Corporation (SIPC). As a result, client accounts are protected up to $500,000
- Our only access to your account, as Registered Investment Advisors, will be to manage investments and charge an advisory fee
Selecting the Ideal Investment Strategy and Philosophy:Achieving your financial goals will require consistent savings and a solid investment philosophy. United Financial Planning Group supports a passive investment as opposed to an active trading strategy, the later of which requires calculated market timing, individual stock selection and bargain hunting. Active trading aims to beat the market and predict the future by taking advantage of suspected pricing errors. But far too often, this strategy is costly and futile. Instead, our passive investment strategy is founded on a diversified asset allocation approach using your personal goals, risk tolerance and contribution timeframe. This method is supported by numerous studies at our nations finest universities, privately funded research centers and Nobel Prize winning scholars. |
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Contact us today to schedule a free initial service consultation.
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