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OUR PROCESS:

1
Discovery and goal assessment.
2
Analysis of current assets, risk tolerance and resources.
3
Review a plan
of action and implementation based upon the premise that returns are random but risk may be more predictable.
4
Monitor your plan including changes in goals, resources, market conditions and health.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory Services offered through McGrath Advisors℠ Inc. McGrath Advisors℠ Inc., McGrath Insurance℠ Advisors LLC, McGrath Insurance℠ Brokerage Inc., McGrath Companies℠ Inc. and the Securities America companies are separate entities.This site is published for residents of: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Louisiana, Maine, Maryland, Massachusetts, Minnesota, Missouri, New Jersey, New Hampshire, New York, Oregon, Pennsylvania, Rhode Island, Texas, and Vermont for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Securities America and its representatives do not provide legal advise; therefore it is important to coordinate with your legal advisor regarding your specific situation.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.