hwa brochure

8
YOUR PARTNERS IN PROSPERITY HOLISTIC WEALTH ADVISORS

Upload: holistic-wealth-advisors

Post on 21-Jul-2016

248 views

Category:

Documents


2 download

DESCRIPTION

 

TRANSCRIPT

Page 1: HWA Brochure

YOUR PARTNERS IN PROSPERITYHOLISTIC WEALTH ADVISORS

Page 2: HWA Brochure

Holistic Wealth Advisors, LLC (HWA ) is a wealth management firm that takes a multi-faceted approach to the important task of helping you build and protect your wealth. As your Partners in Prosperity, we help you navigate life’s most important milestones. We serve a variety of affluent clients, including professionals, business owners and families, all of whom value the counsel and resources of experienced wealth advisors. They are people, like you, who understand that life is about more than the value of one’s portfolio. Much more. It is about family, career, business and community, as well as maintaining one’s physical, mental and spiritual health. Your personal goals, dreams and financial success can be achieved though our unique, personal and highly effective collaborative approach to wealth management. If you are ready to be our Partner in Prosperity, we invite you to explore our web site or call us with your questions.

The MISSION of Holistic Wealth Advisors is to empower you with the knowledge, confidence and resources to simplify your financial life.

The VISION of Holistic Wealth Advisors is to be recognized as Your Partners in Prosperity by providing you with invaluable wealth management services. Your success is our highest priority!

The VALUES upon which we base our relationship with you include:• Personal responsibility and accountability• Honesty and integrity• Respect and dignity• Community and family

BUILD AND PROTECT YOUR WEALTH

Page 3: HWA Brochure

Holistic Wealth Advisors employs the latest technologies and diversification techniques to achieve your financial goals in the following areas:

• Wealth Management Retirement Planning Financial Planning Estate Planning Tax Planning Investment Planning Risk Management

• Wealth Preservation & Accumulation

• Retirement Income Planning• IRA Rollovers• Exit Planning Strategies

for Business Owners

Marketing Consulting Services

Education Savings

SERVICES

DO YOU KNOW YOUR RETIREMENT “NUMBER”?

THE DOLLARS YOU NEED TO RETIRE AND LIVE COMFORTABLY?

?QUIC

K Q

UIZ

Page 4: HWA Brochure

We start and end with your dreams. Once we know what you want out of life — for you and your family — we evaluate where you are relative to your goals. With our proven method, we can then recommend strategies to get you where you want to be. But we don’t stop there. We help you implement the recommendations and we watch over your plan so that you can live your life. We continually monitor your financial situation to ensure that you remain on track to achieve your goals. You and your goals remain the centerpiece of our recommendations and strategies.

FOCUS ON YOU

Page 5: HWA Brochure

Leveraging technology to build wealth, HWA combines our broad experience and deep resources with interactive technologies to give you secure access to your electronic portfolio and a variety of financial planning tools. An example of such a tool is the HWA Wealth Plan. Visit our website for a demo at www.HolisticWealthAdvisors.com.

TECHNOLOGY

?QU

IC

K QUIZ

IS YOUR FINANCIAL DATA ORGANIZED AND DOES

IT COORDINATE LIVE INFORMATION WITH

YOUR FINANCIAL PLAN?

Page 6: HWA Brochure

We recognize that providing consistent, independent, high-quality service is an essential part of helping you achieve your goals. Your financial well-being involves much more than investments. There’s your Plan and then there’s life. Planning for your future is the key to achieving the success you deserve but being flexible and responsive to life’s changes is essential. It takes a good deal of coordination, but when it all comes together, the results can bring you peace of mind.

PLANNING FOR YOUR FUTURE

?

QU

ICK QUIZ

IS YOuR INveSTMeNT STRATegY STIll CuRReNT WITH YOuR fINANCIAl DReAMS AND

CuRReNT MARkeT TReNDS?

Page 7: HWA Brochure

Not sure how to answer the Quick Quiz Questions? Contact us today—we’ll review the answers together:

[email protected]

Your team at HWA has successfully guided numerous individuals, business owners and organizations on how to accumulate, protect and transfer wealth. As your partners down the path to prosperity, our unique areas of expertise and team synergy will support your mission to build and protect your wealth. Our pledge to you – We strive to exceed your expectations while helping younavigate life’s most important milestones.

YOUR PARTNERS IN PROSPERITY

?Q

UIC

K Q

UIZ

IF YOU OWN A BUSINESS, WHAT IS YOUR EXIT STRATEGY? ARE YOU PREPARED FOR WHEN

IT COMES TIME TO SELL AND RETIRE FROM THE BUSINESS THAT YOU WORKED HARD

AT CREATING AND KEEPING PROFITABLE?

Page 8: HWA Brochure

www.HolisticWealthAdvisors.com

HOLISTIC WEALTH ADVISORS

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/

SIPC. Advisory services offered through Cetera Investment Advisers LLC. Financial planning offered through Holistic Wealth Advisors, LLC, a State of New York and State of Maryland Registered Investment Advisory Firm.

Cetera entities are under separate ownership from any other named entity.