Portfolio Management
At Chandler Planning & Investment Group, we are committed to providing you with an informed perspective
At Chandler Planning & Investment Group, we are committed to providing you with an informed perspective
It is very important to realize that the establishment of an income strategy and portfolio is much different
The purchase of life insurance must start with identifying the needs of the household or business purchasing it.
Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones.
After a discussion with the client one or more of the below Techniques(s)/Strategy(ies) would be selected when the account(s) are opened.
With the computer age maturing and DSL lines as well as other high-speed communications providing financial advisors tools
1. To have e-mailed to you the economic and market commentaries created by LPL Research two to three times per month.
2. To have e-mailed to you special research reports created by LPL Research.
3. To receive an invitation to our next workshop.
4. To schedule a no-cost, no-obligation initial financial planning consultation at our offices.
5. To have up to three stock research reports e-mailed to you for the stocks of your choice. Be aware, not all stocks have research reports available.
6. To schedule a phone appointment where you can visit with Stan and gather information on the services offered and information on how to work with Stan.
