“We strive to exceed the expectations of our clients”- Every successful company president hires a Chief Financial Officer to attend to the financial needs of the company so he or she can manage the well-being of the company. We believe that every individual needs to hire a personal CFO so they can attend to their own personal interest and well-being. Our team is the CFO of our clients’ financial affairs. We work with our clients through these methods: -Develop a plan (Investment Planning) -Proper management of assets (Investment Management and Asset Allocation) -Setting realistic and measurable goals (Investment Performance Reporting and Evaluation) -Tax and Legal Planning (Coordination with your CPA and attorney) -Advisory & Portfolio Management (Using a tactical method of asset allocation) -Alternative Investments (Investment strategies not generally available to individuals – specifically managed futures, hedge funds, private equity, direct investments and exchange funds) *LPL Financial does not provide tax or legal advice. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you pursue your financial goals. Please note that since the ability to hyperlink does not exist, FINRA has been intentionally removed: Securities offered through LPL Financial Member SIPC Investment advice and financial planning offered through Financial Advocates Investment Management, DBA INVEX Financial, a registered investment advisor. Financial Advocates Investment Management, INVEX Financial and LPL Financial are separate entities. Third Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy of completeness. The financial professionals associated with INVEX Financial may discuss and/or transact business only with residents of the states in which they are properly registered or accepted from any resident of any other state.