Sample of Flyer for Financial Advisor

WHAT IS THE SECRET TO YOUR FUTURE FINANCIAL SECURITY?

ANSWER: Taking Consistent, Knowledgeable and Timely Action on your Financial Plan
STARTING TODAY!

ARE YOU ASKING YOURSELF ANY OF THESE QUESTIONS?
I feel I should be doing something rather than just hoping things will work out – but what should I do?
We'd like to buy a home sometime soon – is this the right time?
All the talk of layoffs has me wondering, do I have enough to tide me over if I lose my job?
What about my family if something should happen to me?
I have kids and they will need money for college – what do I do about that?
At some point in the future, I'd like to have enough saved so I don't have to worry about money all the time – how do I get started on this?

THE REALLY WONDERFUL NEWS IS:
With a long time horizon to work with, you are in the best possible position to make wise decisions with the help of a xxxxxxx Financial Advisor as your guide and ally. What today's reality is clearly showing is that investments must be diversified over a wide range of different products – a mix of stocks and bonds, cash and insurance, real estate and maybe gold. Partner with your Financial Advisor in making these critical decisions for your future
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NOW IS THE BEST TIME TO START!
Start by making an appointment with xxxxxxx, Financial Advisor at xxxxxxx – xxxxx offers a free one hour consultation to review your situation and tell you how she can help you. Also to see if this is the right fit for both of you.

Once you decide to partner with xxxxx, she will educate you about investing each step of the way. Work with you on your long term goals. Get you started on a consistent and automatic investment schedule. Teach you about the level of risk you can accept in your portfolio. You need to be able to sleep at night if the market declines but at the same time you need to reap the rewards when the market is moving higher. xxxx can help you find the right mix.

OTHER THINGS TO CONSIDER:

Your xxxxxxxx Advisor will also help you with the following areas of concern:
Reviewing your employer's 401k and stock option plans
Tax planning and Estate Planning
Risk Management and Insurance needs for disability, life insurance, long term care
Analysis of your current employee benefits and what they mean to you

xxxxxxxx – IN BUSINESS FOR OVER 70 YEARS
The importance of professional financial advice is one of our core values