When you select - or change - your investment advisor, you want one who will put your interests above his own. You want an advisor who can eliminate your worries about things like planning for retirement, funding your child's college education, and achieving financial security despite the uncertainties of taxation, health care costs, and inflation. You don't want an advisor whose recommendations can cause you to lose a good night's sleep. You want to call Owens Financial. Here are 5 ways we help you reach your financial goals.

With a comprehensive financial plan

If you don't know where you are going, you probably won't get there. Even with a precise destination in mind, you  are likely to get lost without a map. Others may try first to sell you a specific stock or mutual fund or insurance policy ... or know only the beaten path. We recommend nothing until we assess your values, goals, priorities, spending plans, and current net worth. Then, at your request, we prepare a personalized plan that enables you to get where you want to be. Although some of the concepts and investment alternatives are complex, we explain everything to your complete satisfaction and don't take any action until you approve it.

Peace of mind!

Your customized investment portfolio satisfies your personal objectives, needs, preferences, and tolerance for risk. It is rebalanced when required by price movements in the securities markets or changes in your life. All your unsettling questions are answered, questions like, "How can I retire my taxes next year?" and "How can I retire worry-free?" The bottom line is, you get an expert managing your money full-time with a conservative and proven approach, letting you concentrate on important things like your job, your leisure time, your family ... and a good night's sleep.

Our desired minimum account size is $100,000. But no matter how large your account, if we don't feel we can meet your needs, we will politely decline your offer to become a client. To schedule your free initial consultation, call our office - or return the attached reply card. If you are still uncertain, call us for the answers to your questions. If you simply want to be added to our newsletter mailing list, complete and return the attached reply card. It's your money, your future, your move.