4501 College Blvd. Suite. 260
 Leawood, KS 66211
Toll Free: 877-800-9139
Phone: 913-428-2233
Fax:  913-428-2240
E-mail: lfs@larsonfs.com
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Complimentary No Charge Consultation

The following information is provided without charge during the initial consultation

PERSONALIZED REPORTS

1. How are your investments performing?  A review of your investments will be done.  Do your investments match your time horizon and investment risk tolerance?

2. What is the purpose of your money?  The foundation of our success is our unique team-oriented approach to client-adviser relations.  We invest the time to understand your immediate and long term goals.  This process will help us develop a list of optimal and acceptable time horizons for achieving your lifetime goals.  We will discuss such topics as when you would like to retire, income needs, travel planning, legacy issued, and other goals important to you and your family.

3. What is the most effective and efficient way to achieve your goals?  Using a consultative educational approach and state-of-the-art technology, we will develop an investment plan that addresses all of your concerns about risk, asset allocation, and achieving your goals.

4. Is your portfolio on track and keeping pace?  We provide quarterly reviews of your portfolio results.  As market conditions of your goals change, we will help you evaluate the impact on your investment portfolio.

Securities offered through Registered Representatives of Summit Brokerage Services, Inc., Member FINRA, SIPC. Advisory services offered through Summit Financial Group, Inc. a Registered Investment Advisor.

This site is published for residents of the United States only. Registered Representatives of Summit Brokerage Services Inc. may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Summit Brokerage site at www.summitbrokerage.com

 

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