phase iv: our disciplined process · 2015-12-11 · disciplined process as part of our effort to...

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About Us Kevin Murphey is the Founder and President of Murphey Financial Services. Kevin has assembled a world-class team of client-focused professionals who are dedicated to providing excellent service. We offer you the most up to date information and the newest concepts in the financial services industry. Our number one priority is you and assisting you in reaching your financial goals and dreams! CALL TODAY TO SCHEDULE YOUR COMPLIMENTARY REVIEW! WWW.MURPHEYFINANCIALSERVICES.COM [email protected] Office: (423) 842-2202 Fax: (423) 842-2229 6212 Dayton Blvd, Suite C Hixson, TN 37343 Phase IV: Monitoring and Adjusting We understand life changes, whether it’s your portfolio or your life situation. When this happens, we get together to review and make course corrections if necessary. Phase I: In Depth Discovery Meeting We begin this stage during our initial meeting where we get to know you. We focus on what your specific needs are and what you want your investment portfolio to do for you. Phase II: Strategy The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to your unique needs. We then propose a strategy of recommendations for long-term success and explain the rationale behind our recommendations. Phase III: Implementation Whether it be through investments or insurance, we walk you through complex paperwork and strive to make this process quick and easy for you. Our Disciplined Process As part of our effort to ensure that we understand our clients’ unique financial needs, we follow a disciplined four-step process: Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Your Dreams...Your Way!

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Page 1: Phase IV: Our Disciplined Process · 2015-12-11 · Disciplined Process As part of our effort to ensure that we understand our clients’ unique financial needs, we follow a disciplined

About UsKevin Murphey is the Founder and President of Murphey Financial Services. Kevin has assembled a world-class team of client-focused professionals who are dedicated to providing excellent service. We offer you the most up to date information and the newest concepts in the financial services industry. Our number one priority is you and assisting you in reaching your financial goals and dreams!

CALL TODAY TO SCHEDULE YOUR COMPLIMENTARY REVIEW!

WWW.MURPHEYFINANCIALSERVICES.COM

[email protected]

Office: (423) 842-2202

Fax: (423) 842-2229

6212 Dayton Blvd, Suite C

Hixson, TN 37343

Phase IV: Monitoring and AdjustingWe understand life changes, whether it’s your portfolio or your life situation. When this happens, we get together to review and make course corrections if necessary.

Phase I: In Depth Discovery MeetingWe begin this stage during our initial meeting where we get to know you. We focus on what your specific needs are and what you want your investment portfolio to do for you.

Phase II: StrategyThe primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to your unique needs. We then propose a strategy of recommendations for long-term success and explain the rationale behind our recommendations.

Phase III: ImplementationWhether it be through investments or insurance, we walk you through complex paperwork and strive to make this process quick and easy for you.

OurDisciplined

ProcessAs part of our effort to ensure

that we understand our clients’ unique financial needs, we follow a disciplined

four-step process:

Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.

Your Dreams...Your Way!

Page 2: Phase IV: Our Disciplined Process · 2015-12-11 · Disciplined Process As part of our effort to ensure that we understand our clients’ unique financial needs, we follow a disciplined

The difference between information and wisdom is experience.

ABOUT MURPHEY FINANCIAL SERVICESKevin started Murphey Financial Services with a goal of creating a unique type of financial services business, one that not only helps others plan financially but honors each client relationship as more than just a customer but as a part of our family.

Since 1983, we have poured every ounce of effort into developing, implementing, and monitoring investment and insurance strategies to assist our clients in meeting their financial and lifestyle goals.

Dedicated to Your SuccessOur Diverse ServicesOur combination of licenses, registrations, and education qualify us to work with all types of investments and insurance. We offer our clients a variety of valuable services including:

• Retirement Planning and Wealth Management

• 401(k) & IRA Rollovers

• Institutional Money Management Services

• Mutual Funds

• Fixed and Variable Annuities

• Tax Minimization Strategies

• Risk Management and Asset Protection

• Life Insurance and Long-Term Care Planning

• Portfolio and Asset Allocation Analysis

• Income and Expense Analysis

WHY CHOOSE MURPHEY FINANCIAL SERVICES?Establishing a relationship with a financial advisor is a decision that deserves careful consideration. You can feel confident choosing Murphey Financial Services because of our professional experience and wisdom, our relationship and experience with our clients, and our diverse services.

Our clients are our first priority with the goal of helping you achieve Your Dreams, Your Way!

Our Professional Experience and WisdomWith over 90% of our clients planning or already enjoying their retirement, we are in an ideal position to help meet your needs. When we choose to work together, you benefit from obtaining financial advice from a team of highly qualified professionals who have over 52 years of combined asset management experience and have successfully managed money through some of the most difficult times in history.

Our Relationship and Experience with our ClientsAs a smaller independent firm, we have more personal and intimate client relationships than other firms.

• We maintain open lines of communication with our clients. We listen to your needs and strive to do whatever is necessary to help you achieve your goals.

• We know and care about our clients and will treat you like family. We are here through good times and tough times and enjoy helping plan for your future every step of the way.