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FIVE W’S IN FINANCIAL FIVE W’S IN FINANCIAL ADVICE ADVICE

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Financial AdvicePaul Comstock Partners - Houston Wealth Management & Financial Services2 Riverway # 1000, Houston, TX 77056-1949(713) 977-2694http://www.paulcomstockpartners.com/For over 25 years, Paul Comstock Partners has been providing independent, fee-only financial advice and investment services to individuals, families, foundations, and institutions. The company was listed in the Top 50 Financial Advisors at Forbes in 2008 and 2009.

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Page 1: Investment services

FIVE W’S IN FINANCIAL FIVE W’S IN FINANCIAL ADVICEADVICE

Page 2: Investment services

WWhat is a financial advise?hat is a financial advise?

A financial advise is an advice rendered by a professional financial adviser or financial advisor to businesses, individuals and governments. It may involve investment advice that includes pension planning, advice on life insurance and other insurances like critical illness insurance, income protection insurance and advice on mortgages.

Page 3: Investment services

WWho needs a financial advice?ho needs a financial advice?

Those individual whoneeds help inmaintaining theirdesired balance ofinvestment income,acceptable level ofRisk and capital gainsby utilizingappropriateasset allocation.

Page 4: Investment services

WWhy you need a financial advice?hy you need a financial advice?

Improve household Investments and savings

Manage tax efficiently

Help families get the appropriate insurance

Page 5: Investment services

WWhy you need a financial advice?hy you need a financial advice?

Financial advice when job changes occur

Help in Retirement Planning

Estate Planning for families

Page 6: Investment services

WWhat questions to ask your hat questions to ask your financial advisor?financial advisor?

What is the training background of the advisor?

How your advisor was able to get his licensed

How much will it cost you for asking recommendation?

Page 7: Investment services

WWhat questions to ask your hat questions to ask your financial advisor?financial advisor?

Are there affordable ways to do the same thing?

How much will be at risk?

Page 8: Investment services

WWhen to seek financial advice?hen to seek financial advice?

If you think yourfinancial situation isNot getting any betterand you want to save your investments andproperty then you need someone whocan handle it well.

Page 9: Investment services

WWhere to find the best financial here to find the best financial advisor?advisor?

The net is the bestsource in finding thefinancial advisor thatyou need. There is noneed for you to look any further visithttp://www.paulcomstockpartners.com/pulic/pag5.aspx.