This document discusses providing personalized financial planning services to help clients achieve financial independence. It notes that every person's financial situation is unique, so they take time to understand each client's specific needs, desires, and values before developing an investment plan. Their services are strengthened through their association with Raymond James, which provides resources and technology. Their mission is to help clients achieve financial independence through knowledgeable advice, personalized service, and carefully selected investments. The document outlines a four-step process: 1) Evaluate the client's current and future financial picture, 2) Recommend a customized plan to meet short- and long-term goals, 3) Implement the approved plan, and 4) Periodically review the portfolio and make adjustments as needed.

1. You’re One of a Kind …
Your Investment Plan Should Be, Too
Every person’s financial situation is unique. That’s
why we take the time to become thoroughly
acquainted with our clients before we develop a
suggested investment plan. Your specific needs,
desires and values will drive any recommendations TOMOrrOw’S GOALS,
we make. TOdAY’S PLAnnInG
Our professional experience, knowledge and ThE WEiss-GAbRiElsOn GROup Of
client support are further strengthened by our RAYmOnD JAmEs & AssOciATEs
association with Raymond James, an independent
national firm. Drawing on Raymond James’
comprehensive range of resources and extensive
technology enhances our ability to offer an array
of alternatives for your portfolio.
Our Mission
As professional financial advisors, our mission is to
help you achieve financial independence through
knowledgeable advice, personalized service and
carefully selected investment alternatives.
14850 n Scottsdale road, Suite 155
Scottsdale, AZ 85254
(480) 365-6880 | Toll-Free: (888) 317-8957 | Fax: (480) 315-8196
http://www.raymondjames.com/weissgabrielsongroup
©2009 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.
MRS09-927521-927522-2010-10-08

2. Start Building Financial what does It Take?
Independence now
There’s no shortcut to building financial indepen-
providing for your family … living the life you dence; it requires thorough planning and careful
choose … balancing what you need today with management. it also demands the flexibility to
what you need for tomorrow. sound planning accommodate changes in your circumstances, your
can be the key to all of these – but only if it goals and your lifestyle, as well as changes in the
involves more than just choosing investments. economic environment.
‘‘
Truly effective planning is about you, your hopes As your financial partner, we’ll design a personal-
1
for your family and your plans for the future. it’s ized plan to help address your needs now and for
about identifying your personal goals, and then years to come. Our relationships are built on
’’
taking steps to meet them. Often, it’s also about
2 we’llintended to meet your short- and
understanding needs , accountability,
finding a trusted partner to help guide you on first, in consultation with you, we’ll evaluate your and exceptional service.
your path to financial independence. financial picture, both present and future.
We’ve been that partner for numerous individ- second, recommend a customized plan of – The weISS-GABrIeLSOn GrOuP OF
3Third, after we’ve and you’ve approved them,
uals and families, and we’d welcome the oppor- investments rAYMOnd JAMeS & ASSOcIATeS
tunity to be your partner as well. long-term objectives.
thoroughly discussed our
4
recommendations
we’ll implement the plan.
Let’s Begin Today
fourth, we’ll meet with you periodically to review
your portfolio and your overall financial situation. To learn more about our personalized approach
Together, we’ll make decisions about adjusting to planning, please contact us today to schedule an
your mix of investments as needed. appointment. We look forward to being the partner
you rely on to help build a financial future.