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    2 Replies Latest reply on Dec 9, 2012 1:19 PM by Moderator Berta

    How we help in Financial planning

    Jim Peters Tracker

      We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make informed decisions to help reach them by our providing informed financial information.Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does. Many people tend to approach investing by choosing a stock that was recommended by a friend, investing in a 401(k) or by purchasing a mutual fund selected as a "top pick" by a financial publication. Unfortunately, this approach may lead to a portfolio of unrelated financial products, which may not help you reach your goals. We offer a thorough analysis of your goals, priorities and resources to develop your personalized strategy. The result is a portfolio of products that has the potential to start you on your way toward achieving financial success.