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Many people find it overwhelming trying to find the right investment solutions for their specific needs. At F1RST CHO1CE we guide our clients every step of the way, to ensure that the process of deciding on the right investment products is a positive learning experience rather than something that you know you need to do.
The old adage, “Don’t put off until tomorrow what you can do today” is particularly true of retirement planning.
We make the process simple and hassle free. The following 6 steps will ensure that your insurance goals are achieved and that you walk away with the perfect investment plan.
STEP #1 Identify Goals & Objectives: The first step in creating your investment plan is to properly and accurately understand your specific needs, goals, objectives and risk tolerance.
STEP #2 Analyze: Our team will review the information you’ve provided us in order to make sure that there is a fit between what we can offer you and what you’re looking for.
STEP #3 Professional Recommendations: We will then offer you our professional recommendation(s) along with the specific investment products and strategies that we believe will best fit your needs.
STEP #4 Client Feedback: We would like to hear your opinions on what we’ve recommended. Choosing the right investment strategy and products is a very important decision, and we don’t want to simply choose for you.
STEP #5 Implementation: If you feel that our recommendations will help you achieve all that we’ve discussed together, we can now start the process of implementing them one step at a time.
STEP #6 Continuous Management: We will continue to monitor you rplan to ensue that it continues to meet your short and long term goals.
At F1RST CHOICE Investment Solutions, we are guided by a set of principles that have shaped all aspects of our business, particularly the way we have built our client relationships and the investment strategies we recommend. It might sound old-fashioned or even, yes, unfashionable. And it may not be the right approach for everyone. But we’ve learned through experience that it’s a tried and true way of helping you succeed.
We are focused on one client, the long-term investor. All aspects of our business – from the location of our offices to the investments and services we offer – are aligned to help us better understand and meet our clients’ unique needs.
We like to work with clients who share our long-term view of investing. That doesn’t mean you need to have millions to invest with us. In fact, we value every investor.
We are committed to a long-term philosophy that emphasizes quality and diversification. We make every effort to avoid investments that are likely to confuse or disappoint clients.
We believe the smartest way to build wealth is to invest in a variety of quality companies that have solid track records and hold them for the long term. We also discourage our clients from frequent trading. It’s been proven time and again that a long-term investment strategy is one of the soundest ways to help achieve financial goals.
And we don’t believe in pushing investments just because they’re trendy or someone says they’re hot. We’re committed to looking out for your best interests and helping you develop a plan that makes sense for your specific goals. And if your needs change over time, we’ll work with you to help diversify and rebalance your portfolio accordingly.
At F1RST CHO1CE we believe that relationships are key, and in our view, meeting face to face builds strong relationships. We much prefer to meet you face to face and maintain a personal relationship. We talk, we listen, and our goal is to always put you first.
We believe it’s important to live and work in the same communities as our clients. It might not sound like a big deal, but we believe that by knowing the community, we can better understand your needs. When we live side by side and see you around town, we feel it makes us more connected and more accountable than someone you only know over the telephone.
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!