Financial and Investment Services*
Our objective is to provide you with creative solutions to managing your various financial concerns and goals. Our process is a simple yet highly professional, state-of-the-art procedure. It provides long-term, strategic investment planning.
Investment Portfolio Analysis
- When you inquire about our services, we first provide you with an analysis of your current investment portfolio.
Required Return Estimator
- We then discuss your financial goals. We factor in the current value of your investments, your current income and annual contribution capabilities, the number of years to retirement, and the percentage (%) of current income you wish in retirement. The result is the percentage of return needed on your investments to attain your goal. This is a fairly simple computer process called a "Required Return Estimator".
Risk Tolerance Questionnaire
- The next step is to determine the level of risk with which a client is comfortable. The Risk-Tolerance Questionnaire that we use, evaluates your answers and provides you and us with your investment tolerance level.
Asset Allocation Analysis
- A customized Asset Allocation Analysis is then provided which enables us to help you construct a proposed investment portfolio that targets your level of risk, while maximizing the returns for your risk level. The proposed portfolio shows you a mixture of asset classes which are appropriate for your goals and risk tolerance. The proposed portfolio does not recommend specific products. Once this study is completed, we can review with you products that will match the proposed portfolio.
The process we have described, provides the most systematic approach to strategic planning in the investment industry. We hope you will contact us.
Peter Jazowski, a principal of Boyd-Neelon Associates, is a fully licensed (series - 7) registered representative of Tower Square Securities, Inc. Member NASD/SIPC.
Tower Square offers a powerful combination of stability and independence. As a subsidiary of Citigroup, it has access to the outstanding talent, services and resources of one of the country's preeminent financial organizations. Yet as an independent, client-oriented broker dealer firm, it has a complete range of investment products and services from which to draft effective investment strategies.
*Securities offered through Tower Square Securities, Inc. Tower Square is not affiliated with Boyd-Neelon Associates. The aforementioned material is a product and service listing and is not intended to be an offer for the sale of securities. Securities products are offered by prospectus. Registered Representative is securities licensed in Massachusetts. Supervisory office: Tower Square Securities Inc., One Tower Square, Hartford, CT 06183
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