Don’t you need an advocate?

Someone who’s on your side, looking out for your best interests? That’s what you get with a Financial Advocates advisor.

Most of us can easily envision where we want to be financially, but are unclear on the best way to get there. We know we need to create and follow a plan, but with so many options, which plan is best?

We can clear away the confusion and help you create and maintain a financial plan that is tailor-made to your individual needs and aims. We know the right questions to ask and we listen carefully to your answers. Once we come to fully understand your present financial situation and your goals, we draw on our experience (and the vast selection of products and services available to us through our association with LPL) to make recommendations for you. We’ll then explain to you in clear, simple language the specific details of the strategy and why we recommend it.

Next, we provide everything you need to properly act on the plan, whether it’s savings, investments, insurance or any combination of those.

As your life changes, so do your financial plans, and we’ll be there to help you adjust to those changes. We view this as an ongoing process—a practical partnership to help you achieve your financial independence.

• You get a trusted advisor with access to top-level research and technology.
• You get an advisor hand-picked to address your individual financial goals—long or short term, generalized or specific.
• You get to choose from an exceptionally wide range of non-proprietary financial products and services, made available through LPL, the nation’s largest independent broker/dealer.*
• You get regular communication with your advisor that is clear, comprehensive and genuinely friendly.

What you don’t get: pressure or partiality. With the LPL connection, your FA advisor has no incentive to push any particular product or service. That means you get advice that is entirely objective and customized to your individual preferences.

Contact Financial Advocates today.
E-mail or phone (360) 866-2345.

*Based on total revenues, as reported in Financial Planning magazine, June 1996-2009