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Ten
Reasons To Use ElderAdo
Financial
- Fee-Only. No commissions, no
conflicts of interest. Full service fiduciary advice without being influenced by
commissions.
- Unbiased Investment Recommendations.
Because we don't sell investments for commissions, our incentive is to find
the best possible investments for our clients.
- Excellent Client Communication.
We contact our clients on a regular basis so they stay informed on the
progress of their accounts. We also send out quarterly performance reports
and annual tax reports and offer client meetings.
- Registered Investment Advisor.
With more than 15 years of combined professional investment experience, they
have seen their share of both bull and bear markets.
- Quality Investment Management.
We design a balanced portfolio for your risk tolerance and time horizon.
Many advisors simply rely on one mutual fund family or annuity. We use the
entire spectrum of mutual funds, exchange traded funds, stocks, bonds and
separate managed accounts for our clients.
- Full - Time Investment Management.
Since we aren't busy cold-calling prospective clients and marketing for new
clients, we spend our time on monitoring the current economic situation, and
managing our client's portfolios.
- Client Education. With our
www.ElderAdoFinancial.com web
site with thousands of words of consumer information, and our client
education seminars, we keep our clients educated about the financial
environment.
- TD Ameritrade. Your money
will always be safe there, and you can instantly see your T.D. Ameritrade account
on the web whenever you want. Waterhouse is one of the top discount brokers.
- Small-Firm Service And The Attention
You Deserve. You can drop by and see us - or phone us, fax us or
email us. No matter where you live, we're as close as your telephone or
computer. We want a close business relationship.
- Low Costs. Since we are a
fee-only investment firm, we have low costs compared to working with a stock
broker. Our low costs include both investment management and highly
personalized financial advice. We help coordinate your entire financial life
- everything from employee stock option strategy to estate planning. Minimum
account size is $100,000.
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