Investment services

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Financial Advice
Paul Comstock Partners - Houston Wealth Management & Financial Services
2 Riverway # 1000, Houston, TX 77056-1949
(713) 977-2694
http://www.paulcomstockpartners.com/

For over 25 years, Paul Comstock Partners has been providing independent, fee-only financial advice and investment services to individuals, families, foundations, and institutions. The company was listed in the Top 50 Financial Advisors at Forbes in 2008 and 2009.

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Investment services

  1. 1. FIVE W’S IN FINANCIAL ADVICE
  2. 2. W hat is a financial advise? <ul><li>A financial advise is an advice rendered by a professional financial adviser or financial advisor to businesses, individuals and governments. It may involve investment advice that includes pension planning, advice on life insurance and other insurances like critical illness insurance, income protection insurance and advice on mortgages. </li></ul>
  3. 3. W ho needs a financial advice? <ul><li>Those individual who </li></ul><ul><li>needs help in </li></ul><ul><li>maintaining their </li></ul><ul><li>desired balance of </li></ul><ul><li>investment income, </li></ul><ul><li>acceptable level of </li></ul><ul><li>Risk and capital gains </li></ul><ul><li>by utilizing </li></ul><ul><li>appropriate </li></ul><ul><li>asset allocation. </li></ul>
  4. 4. W hy you need a financial advice? <ul><li>Improve household Investments and savings </li></ul><ul><li>Manage tax efficiently </li></ul><ul><li>Help families get the appropriate insurance </li></ul>
  5. 5. W hy you need a financial advice? <ul><li>Financial advice when job changes occur </li></ul><ul><li>Help in Retirement Planning </li></ul><ul><li>Estate Planning for families </li></ul>
  6. 6. W hat questions to ask your financial advisor? <ul><li>What is the training background of the advisor? </li></ul><ul><li>How your advisor was able to get his licensed </li></ul><ul><li>How much will it cost you for asking recommendation? </li></ul>
  7. 7. W hat questions to ask your financial advisor? <ul><li>Are there affordable ways to do the same thing? </li></ul><ul><li>How much will be at risk? </li></ul>
  8. 8. W hen to seek financial advice? <ul><li>If you think your </li></ul><ul><li>financial situation is </li></ul><ul><li>Not getting any better </li></ul><ul><li>and you want to save </li></ul><ul><li>your investments and </li></ul><ul><li>property then you </li></ul><ul><li>need someone who </li></ul><ul><li>can handle it well. </li></ul>
  9. 9. W here to find the best financial advisor? <ul><li>The net is the best </li></ul><ul><li>source in finding the </li></ul><ul><li>financial advisor that </li></ul><ul><li>you need. There is no </li></ul><ul><li>need for you to look </li></ul><ul><li>any further visit </li></ul><ul><li>http://www.paulcomstockpartners.com/pu </li></ul><ul><li>lic/pag5.aspx . </li></ul>

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