five w s in financial advice
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Registered investment advisor Paul Comstock Partners - Houston Wealth Management & Financial Services 2 Riverway # 1000, Houston, TX 77056-1949 (713) 977-2694 http://www.paulcomstockpartners.com/ For over 25 years, Paul Comstock Partners has been providing independent, fee-only financial advice and investment services to individuals, families, foundations, and institutions. The company was listed in the Top 50 Financial Advisors at Forbes in 2008 and 2009.

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Presentation Transcript
w hat is a financial advise

A financial advise is an advice rendered by a professional financial adviser or financial advisor to businesses, individuals and governments. It may involve investment advice that includes pension planning, advice on life insurance and other insurances like critical illness insurance, income protection insurance and advice on mortgages.

What is a financial advise?
w ho needs a financial advice

Those individual who

needs help in

maintaining their

desired balance of

investment income,

acceptable level of

Risk and capital gains

by utilizing

appropriate

asset allocation.

Who needs a financial advice?
w hy you need a financial advice

Improve household Investments and savings

  • Manage tax efficiently
  • Help families get the appropriate insurance
Why you need a financial advice?
w hy you need a financial advice5

Financial advice when job changes occur

  • Help in Retirement Planning
  • Estate Planning for families
Why you need a financial advice?
w hat questions to ask your financial advisor

What is the training background of the advisor?

  • How your advisor was able to get his licensed
  • How much will it cost you for asking recommendation?
What questions to ask your financial advisor?
w hen to seek financial advice

If you think your

financial situation is

Not getting any better

and you want to save

your investments and

property then you

need someone who

can handle it well.

When to seek financial advice?
w here to find the best financial advisor

The net is the best

source in finding the

financial advisor that

you need. There is no

need for you to look

any further visit

http://www.paulcomstockpartners.com/pu

lic/pag5.aspx.

Where to find the best financial advisor?
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