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Financial Planning
Please Call Us for Information on Our Services We offer broad-based comprehensive and consultative financial planning services to our prospective clients. Since each client situation is unique, the financial planning process involves providing a variety of advisory services based upon an analysis of each individuals needs. If you retain our firm for financial planning services, we will meet with you to gather information about your financial circumstances and objectives. We may use financial planning software to analyze your current financial position and to assist you with your long-term goals and objectives. We will review and analyze the information you have provided our firm and utilize various modules of the financial planning software. When complete we will deliver a written plan to you. The plan is designed to help you achieve your stated financial goals and objectives. We also offer a Financial Physical/Check-up for a fixed fee. This limited service includes 2 hours consultation with our firm to address your financial planning and consulting issues with no written plan or follow-up provided.
You are under no obligation to act on our financial planning recommendations. Also, if you choose to act you are under no obligation to implement your plan through our other investment advisory services. Moreover, you may act upon our recommendations by placing securities transactions through any brokerage firm.  Investment Management
We offer non-discretionary portfolio management services to our clients. Our investment advice is based on your overall needs and investment objectives. If you retain our firm for portfolio management services, we will meet with you to determine your investment objectives, tolerance for risk, and other relevant information at the beginning our advisory relationship. Information gathered at your initial meeting will be used to develop a strategy that allows our firm to offer continuous and focused investment advice. We may also customize a portfolio for you in accordance with your objectives and risk tolerance as part of the portfolio management services. Your assets may be invested through the selection of a model portfolio developed by our firm or a predefined strategy agreed upon by you and the firm. Once we construct a portfolio for you, or select a model portfolio, we will monitor the portfolio's performance on a regular basis. Furthermore, in a non-discretionary agreement with our firm, we must obtain your approval prior to executing any transactions on behalf of your account.
Types of Investments We primarily offer advice on equity securities, corporate debt securities, certificates of deposit, municipal securities, investment company securities, U.S. government securities, options and futures contracts on securities, and others. We may advise you on any type of investment we deem appropriate based on your stated objectives and risk tolerance. Also, we may provide advice to you on any investment in your portfolio at the beginning of our advisory relationship. Additionally, you may request specific guidelines and/or restrictions on your accounts. Likewise you may request in writing to our firm to refrain from investing in a particular security or certain types of securities.   |
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S.A.Wilson & Associates, LLC is a Registered Investment Advisor and any content on this website is for informational purposes only. S.A. Wilson & Associates, LLC may only transact business in those jurisdictions in which it is approved. The purpose of this website is for informational purposes and incidental in nature as to not cause the firm to be registered in jurisdictions where it does not give investment advice For full disclosure of S. A. Wilson & Associates, LLC please download a copy of Form ADV Part 2A
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3 West Monument Square Suite 300, Lewistown, Pa 17044 | (717) 242-2224
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© S.A. Wilson & Associates, LLC 2011 |
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