Elevate Your Financial Perspective

Optimize Cash Flow - Reduce Risk - Invest
Manage Taxes - Leave a Legacy

Terrible Salesman.

Pretty Good Advisor.

    Brock Williamson, CFP®

 

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Value Added Advice

 

Three recent studies found that working with a financial professional can result in higher returns, potentially lower personal stress and producer better after-tax results. Having a plan for your retirement goals and a monthly income plan can reduce anxiety.  

Why Invest?

 

Over half of Americans do not own any stocks, or stock-related investments, such as mutual funds, according to Bankrate’s Money Pulse survey.¹ Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough.

 

Fiduciary

A fiduciary is a person or institution given the power to act on behalf of another in situations that require great trust, honesty and loyalty. Fiduciaries are hired to act in your best interest and must set aside personal motives and conflicts of interest in favor of pursuing the best outcome for your unique situation.

 

 

© 2019 Promontory Financial Planning. The material provided is for general information, and should not be considered a solicitation for the purchase or sale of any security.

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