Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

Will Eads & Heald Investment Counsel help me define and implement an overall financial plan?

April 26, 2017counsel define eads financial heald help implement Investment overall Plan

0

0 Posted

Will Eads & Heald Investment Counsel help me define and implement an overall financial plan?

1 Answer

0

0 Posted

Eads & Heald Investment Counsel is a portfolio management firm. We are not financial planners, estate planners, insurance experts, etc. While we will not define or implement an overall financial plan for you, we will want to be aware of your overall financial situation in order to feel comfortable that the portion of your assets that we manage generally makes sense for you. We will prepare a Statement of Investment Objectives that addresses the portfolio(s) we manage on your behalf.