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   Are you prepared for your financial future?

  
How do you choose a financial advisor?
It's personal
What are your Goals? If you’re a serious investor you should have professional help.  
 You choose a financial advisor not only for their knowledge of product and their professional credentials, but also for their understanding of your individual situation and their personalized service.
You need a no-nonsense advisor to help you navigate major decisions and different financial options in your life. Whether your goals include major purchases, travel, additional homes, a new career, leisure activities, hobbies, a move, retirement, or a legacy for your family or charity, professional investment advice can help. I offer objective, personalized financial guidance across all asset classes and hundreds of products to reflect your individual needs and build a portfolio to realize your goals.  
 I meet with you as often as you need, whether it’s to put together a plan, discuss a particular financial decision or our regular reviews of your plans and portfolio. I get to know your unique situation, explain investment types, periodically introduce new products that may benefit you and answer your financial questions.
 You’ll receive my periodic informational newsletters, specific product information and be invited to complimentary informational
Everyone wants great returns, but how will you get them and at what cost?
You need a strategic plan: The Three Rs. 		 
seminars on asset classes and investment products. I’m constantly reviewing products available from numerous sources
 
 Risk       Reward       Retention
  
and I select products that I think fit your financial needs based on our discussions.
We’ll get started with a thorough review of your current financial position. This along with your goals and the timeline you have to achieve them will help us balance the 3 Rs: wealth retention needed, your risk tolerance and returns desired.
 
You need Discipline and a Process to Succeed  

We’ll develop a realistic investment plan to move you toward your financial destination. Your portfolio may include a variety of asset classes and a number of financial products. It should be broad enough to provide some protection against the fluctuations of the market and still offer the returns you’ve targeted over the long-term. As an investor you need the discipline to not be overly influenced by short-term changes in the market and a process in place with your advisor for review of your goals, appropriate investments and your portfolio. We’ll then make course adjustments for the many changes that happen in life.

 
"My mission is to provide a quality service with a personalized touch, to offer intelligent insights and diversified products in pursuit of my client's long-term goals and aspirations and to establish meaningful and lasting relationships with select individuals."
Securities offered through Pacific West Securities, Inc. Member FINRA/SIPC.
Advisory services provided through Pacific West Financial Consultants, Inc., a Registered Investment Advisor.
Corporate Office: 555 South Renton Village Place, Suite 700 Renton, Washington 98057
Phone: 425.271.3550
 
Copyright © 2008 Jerald F. Gunn, Registered Representative