The prospect of building wealth
through successful investing has never held more appeal. But like any
market, with increased demand for financial products has come increased
supply. Investors are faced with what can be daunting choices.
As Investment Adviser Representatives
with NEXT Financial Group, Inc., a registered investment adviser, we
can help you define your long-term investment objectives and build a
personalized investment portfolio designed to achieve them. We
recognize the importance of getting to know you - your financial needs,
your financial goals and your lifestyle.
Our office was established to provide
ongoing professional advice to investors while helping them meet their
individual investment objectives. We are able to do this by offering
truly objective financial advice on a fee basis. This method of
compensation allows us to adjust your investment portfolio without
requiring you to pay commissions. *
Working on a fee basis allows us to:
• Customize an investment portfolio that is designed to help you realize yourshort and long term investment goals.
• Provide simplified porformance reporting, making it easy for you to monitor your account.
• Support you with ongoing professional advice, timely information
about your account and updates on the world's financial markets.
• Manage your portfolio and make investment changes without commissions*as your objectives or the economic climate changes.
If you would like any further information about fee-based asset
management or other areas of investing, please do not hesitate to
* Nominal transaction charges may apply.
- Tax-advantaged investing - to reduce your tax liability and let more or your money work for you
- College planning - long-term planning to ensure you're ready when your children or grandchildren are reqdy.
- Retirement planning - to design an investment strategy to help you meet all of your retirement goals
- Investment portfolio analysis
- to keep you informed of how your investments are performing, and
to make adjustments as needed
- Estate planning - for preservation of wealth from generation to generation
- Asset Management - providing
you with fee-based asset management through NEXT Financial Group, Inc., a
Registered Investment Advisor
- Medicare Supplements
- Medicare Advantage