AFTER THE VIDEO CLICK ON CONTACT US IF WE CAN HELP.

 

 

 

Retirement Planning - Investment Advice - LPL Financial Advisor 

 Income Strategies - 401(k) Plans 

 

Why should you talk to me a Wealth

Consultant?

The Who

  • Born in the UK.
  • A passion for traveling. Africa is my preferred destination. 
  • In the Financial services Industry since 1984

The Why

After more than 30 years in the financial services industry there are not many questions that I have not answered or researched.

The What

Do you know some of the skills financial advisors have to be prepared to answer?

The When

We can meet at your convenience and your place if you like. There is no charge for an initial meeting.

My business is built on a simple premise. I believe that trust—and the accountability it implies—is the cornerstone of any successful relationship and should never be compromised. The trust we build with clients is the essential element that sets us apart from other financial advisors. Trust is far more than simply feeling comfortable with your advisor, having a plan in place or setting achievable goals. It's the ability to set daily financial worries aside with the full confidence and knowledge that someone is looking out for you and your needs.

Legal and tax advice and/or services not provided. Please consult the appropriate professional for your own situation.

 

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Jamie Head Financial and LPL Financial do not provide legal and/or tax advice or services.  Please consult your legal and/or tax advisor regarding your specific situation.