|For over 30 years, I have had the opportunity to help my clients reach for their financial goals. Whether you live in Virginia, Maryland, or across the country, I am interested in helping you too.
You are welcome to call me any time at (703) 931-2883 to discuss your personal goals and schedule a free confidential consultation with no obligation. If you prefer, you can also send me an email through email@example.com so we can schedule a phone or office appointment.
We are accepting new clients with investable assets of $50 thousand to $50 million and anywhere in between!
I will provide experienced, professional investment advice to you on:
* 401k and IRA Rollovers
* Retirement Planning
* Asset Allocation Strategies
* Mutual Funds
* Individual Stocks and Bonds
* Variable and Fixed Annuities
* Small Business Retirement Plans (SEPs, SIMPLE IRAs)
* Health and Life Insurance
Our initial financial planning process is 3 steps:
First, you and I develop a plan together that identifies your goals, investment time frame, and risk tolerance level.
Second, I'll provide the expertise to recommend investments specifically for you with balance, diversification, and risk management as key components.
Third, we'll discuss and implement the actions necessary to try to fulfill your plan.
That's it from start to finish ... straightforward and uncomplicated.
And my ongoing commitment to you, once we've got your financial plan started, we'll speak or meet regularly to discuss your investments and update and changes to your financial situation or goals.
Call me to get started and together we'll try to reach your financial goals!
For more information about my background, our services to you, the LaSalle Asset Management Program (LAMP) and our management fees, please visit my branch website at www.lasallest.us
Please keep in mind, investing does involve risks, including the potential for principal loss. Diversification and asset allocation do not assure a profit or guarantee against loss.
You are welcome to forward this newsletter to family, friends, and colleagues with your personal message.
This newsletter was prepared by Broadridge Financial Solutions, Inc., a separate, non-affiliated entity. This newsletter intends to offer factual and up-to-date information on the subjects discussed but should not be regarded as a complete analysis of these subjects. Professional advisers should be consulted before implementing any options presented. No party assumes liability for any loss or damage resulting from errors or omissions or reliance on or use of this material.
Securities offered through LaSalle St. Securities, LLC (LSS), a Registered Broker/Dealer, member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors, LLC, a Registered Investment Advisor affiliated with LSS. Michael Graham is a Registered Representative of LaSalle St. Securities, LLC and an Investment Advisor Representative of LaSalle St. Investment Advisors, LLC. Corporate headquarters: 940 N. Industrial Drive, Elmhurst, IL 60126.
Investing involves risks, including the risk of principal loss. The strategies discussed do not ensure success or guarantee against loss.
This email was sent by: Michael Graham, an Investment Advisor Representative of LaSalle St. Investment Advisors, LLC, 2000 Duke Street, Suite 300, Alexandria, VA 22314.
This communication is strictly intended for individuals residing in the state(s) of CA, DC, FL, ID, MD, MA, NY, NC, OR, PA, SC, VA and WV. No offers may be made or accepted from any resident outside the specific states referenced.