Friday, January 27, 2012
FEATHERING THE NEST
8:57 AM | 
Posted by
pensionfinancialservices |
The question is, how many eggs in the nest make one a viable candidate for strategic financial planning. As pointed out last week in a New York Times
piece, firms large and small have varying philosophies about, and interest in, servicing accounts that are, well, large and small.
Put another way, whether you're a one percenter or a 99 percenter, the retirement issues you have--and the risk/reward ratio that makes the most
sense for you--all require equal amounts of smart, prudent investment advice and, very important, equal amounts of access to advisors who understand
the concerns and goals of all their clients.
sense for you--all require equal amounts of smart, prudent investment advice and, very important, equal amounts of access to advisors who understand
the concerns and goals of all their clients.
"The rich are different," F. Scott Fitzgerald wrote, but they're treated no differently than those with more modest savings at Pension Parameters Financial Services. That's why its longstanding reputation is impeccable and the people it serves
--whatever their means--certainly appreciate the performance of their portfolios,but also the "personal touch" and sound planning that is the hallmark of PPI's reputation. The experts at Pension Parameters Financial Services listen to
who you are, what you want and what you need. Not only for today,
but for all your tomorrows.
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