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WHY F1RST CHO1CE:
Financial success is not a matter of chance, it’s a matter of CHO1CE!
Why F1RST CHO1CE Investment Solutions?…ITS SIMPLE….We’re firm believers in The 5 Laws of Wealth Creation, and the idea that investing is a long term commitment that requires a solid relationship between advisor and client. Let us help to educate you on these 5 simple laws that will give you confidence and peace of mind in achieving your investment goals!
THE 5 LAWS OF WEALTH CREATION:
1. PAY YOURSELF FIRST
2. SET ARTICULATED FINANCIAL GOALS
3. BE A CONTRARIAN
4. LEVERAGE HUMAN RESOURCES
5. LEVERAGE CAPITAL BY BORROWING TO INVEST
WHO SHOULD INVEST WITH US? We’ll be the first to say it: F1RST CHO1CE Investment Solutions isn’t the right choice for everyone. For many years, we’ve believed in the same basic strategy of investing in quality investments that have proven themselves over time. We’re passionate about educating our clients about The 5 Laws of Wealth Creation, and we understand that this approach may be considered old-fashioned in this day and age. But if it means helping investors realize their goals, then it’s an approach we’re going to stick to.
Are we the right investment firm for you? That depends on whether you see yourself the same way we do:
- You prefer interacting with an actual person, rather than a call centre
- You take a realistic approach to your financial goals
- You’re confident but careful when it comes to managing your money
- You understand the difference between investing and gambling with your money
- You want to invest in quality investments instead of the latest trends
- You won’t compromise your principles and expect the same from others
- You’re an independent thinker that makes well-informed decisions
If we aren’t the right choice for you, that’s okay – another investment firm that fits your personality can better serve your needs. But if you’d like to know more, here’s what to expect from F1RST CHO1CE Investment Solutions.
WHAT TO EXPECT: Investing for the long-term takes discipline, patience and confidence in your financial advisor and firm. It’s a lifelong proposition that can help you achieve each and every financial goal you set for yourself and your family. But what should you expect from your financial advisor and what will your financial advisor expect from you?
WHAT YOU CAN EXPECT FROM YOUR ADVISOR:
- A consultative approach to all financial needs, including education savings, retirement planning, insurance needs and investments – based on your individual needs and expectations
- Personalized attention and prompt answers to any financial concerns
- Face-to-face meetings, if that is your preference
- Regular annual meeting to discuss changes in life goals
- Clear, complete explanations of investments and recommendations
WHAT YOUR ADVISOR CAN EXPECT FROM YOU:
- Understanding of the F1RST CHO1CE investment philosophy
- Willingness to define and set attainable, realistic goals
- Dedication to investing/saving for the long haul
- Appreciation for the value of advice, whether or not you agree
- Referrals; so we can also help your friends and family achieve their goals
At F1RST CHO1CE Investment Solutions were passionate about sharing our knowledge, experience and unbiased opinions with families and individuals that are looking for a trusted advisor to help them with their Investment Planning options.
ANY QUESTIONS?…Contact a Licensed Investment Advisor today!