Benefits of Working with a Financial Advisor*

 
In today's world, you can get access to financial information from hundreds of different places. But how do you sift through all that information to find the right advice to meet your individual financial needs? And, then, where do you find the time to do it? A trusted financial advisor can do this for you-and much more.
 
At Plus Accounting, Inc. we believe in knowing our clients, what’s going on in their lives and what they hope to achieve. We want to build a long-term partnership to help you grow your net worth. As our lives become busier and busier, wouldn’t it be nice to have one trusted advisor to turn to for all of your investment and tax questions? 
 
Cathy Bowen, an investment advisory representative affiliated with H. D. Vest, can simplify your life by designing and implementing an investment strategy suited to your individual needs and risk tolerance. She will help you manage all of the investment risk a portfolio faces, including purchasing power risk (the failure of a portfolio to meet or exceed the inflation rate). She will monitor and rebalance the account as needed and communicate the performance to you in quarterly meetings, always aware of the tax implications of any financial decisions.   Quarterly meetings allow us to stay connected to our clients and what's happening in their lives so we can make changes to investment stategy if needed.   We help our clients stay focused on their long term objectives and not base decisions on emotions or short term market volatility.
  
 
  
 Each quarterly report includes:

  • Statement of your investment objectives
  • Easy to read color graphs and charts
  • Detailed transaction history and performance
  • Actual vs target allocation comparison
  • Portfolio performance history vs inflation

 

 

Click here to view  a sample advisory report (requires Adobe Acrobat Reader)