100 North Sixth Street
Suite 500
Waco, TX 76701-2036
ph: 254-754-7973
fax: 254-754-7940

Questions to Ask

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

  • Is my broker's advice based on a thorough understanding of my personal goals, financial situation, life stage, and risk tolerance?

  • 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?

  • Do I have the tools and information to plan and manage my portfolio?
  • Is my portfolio meeting my goals?
  • Would using an investment advisor give me more peace of mind?

 

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100 North Sixth Street
Suite 500
Waco, TX 76701-2036
ph: 254-754-7973
fax: 254-754-7940