Page 13 - Network Magazine Fall 2018
P. 13

This client I wrote about now has clarity of his financial plan and is very confident moving forward. It has been extremely rewarding to assist him and see the weight being lifted off his shoulders. Working with clients ev- ery day to improve their situation is my “why” and if I can help a few people take some initiatives or seek a second opinion on what they are currently doing, then I consider that a big win.
1 Guarantees are based on the claims-paying ability of the issuing insurance company.
References to specific securities, asset classes, or portfolio models are for illustrative purposes only and do not constitute a solicitation, offer, or recommenda- tion to purchase or sell a security. Material discussed is meant for general informational purposes only and is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that
individual situations can vary. Therefore, the informa- tion should be relied upon only when coordinated with individual professional advice. This material contains the current opinions of the author but not necessarily those of Guardian or its subsidiaries, and such opinions are subject to change without notice.
All investments contain risk and may lose value. Invest- ing in the bond market is subject to certain risks includ- ing market, interest rate, issuer, credit, and inflation risk. Equities may decline in value due to both real and perceived general market, economic, and industry con- ditions. Past performance is not a guarantee of future results.
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