100 North Sixth Street
Suite 500
Waco, TX 76701-2036
ph: 254-754-7973
fax: 254-754-7940
todd
Are you satisfied with your investments and how they are managed? Are you confident that you will be prepared to retire? Or are you on an investment and retirement roller coaster?

For investors who work with a broker
Am I satisfied with the frequency and quality of contact I have with my broker?
Am I confident that the plan I've developed with my broker adequately prepares me for retirement?
For people who invest on their own
Is my portfolio becoming too complex or time-consuming to manage on my own?
100 North Sixth Street
Suite 500
Waco, TX 76701-2036
ph: 254-754-7973
fax: 254-754-7940
todd