 "I
can help you create a long-term investment plan that fits both your
objectives and your budget requirements... right down to how much
you are likely to need to invest per month to reach your goal."
-Craig M. Arons CPA/PFS
Why use a financial consultant for your investment decisions?
...A financial consultant may help you...
A 12-year study of investments made in over 5,000 mutual funds,
conducted by DALBAR, Inc. illustrates why investors who used a financial
consultant outperformed those who didn't by over 16% in their equity
fund investments and approximately 31% in their fixed-income investments.
Why? Do-it-yourself investors were more likely to sell on the basis
of short- term bad news. They held their funds an average of 2.6
years. Professionally advised investors were more patient. They
held their funds an average of 3.3 years, gaining greater opportunities
for long-term growth.
...Takes the time...
Craig M. Arons makes it his business to learn who you are, where
you are with your investment program and where you want to go. From
this getting-to-know you process, Arons can offer customized investment
strategies for...retirement planning, enhancing your after-tax return
opportunities, planning for your parents financial needs in later
years, funding your children's education.
...Can recommend...
Mutual funds offer professional management, diversification and
liquidity. But how do you choose with over 7,000 funds out there?
Craig M. Arons can help you see how well a fund's objectives,
track record, and management style match your specific needs and
goals.
You'll receive information on...
- How much volatility the fund's managers will assume to achieve
their objectives.
- The funds performance compared to other funds with similar
objectives.
- How the fund has done in up markets as well as in down markets.
- The funds performance versus its respective investment indices
over different time periods.
- What types of securities the fund invests in-and how those
securities can affect its performance.
|
