Investment Advisory Service
"My goal is to assist you in making the most educated decision with your money. At the same time, establish a long term relationship for years to come. That is my commitment to you."
With over 10 years of experience in the financial service industry, THE AUTUS FINANCIAL GROUP provides clients with solutions to their financial service needs by understanding their goals as well as their concerns.
After assessing the client's current situation, I then assist them in selecting from the myriads of products available to them through my broker dealer Centaurus Financial Inc.
My goal is to assist my clients. Whether it's their concern for:
- Retirement
- College planning
- Insurance needs
- Savings and investments
Diversify Your Investments
At the Autus Financial Group, as an Independent broker, we can help provide clients access to myrads of financial products and services. Never subscribing to the "Cookie Cutter" theory in which one product is good for all clients. Every one is unique, so therefore each individuals needs, goals and concerns will be different.
Addressing Your Financial Concerns
It is true that product selection is important in creating your financial plan; but understanding your GOALS and CONCERNS are as important, if not more important when it comes to puting together a game plan for your financial future. Your Financial Advisor needs to know your conerns about:
- WHAT IS YOUR RISK TOLERANCE?
- WHEN DO YOU WANT TO RETIRE?
- ARE YOU SAVING ENOUGH FOR YOUR GOALS?
- DO YOU HAVE ENOUGH INCOME PROTECTION?
These and many other questions are important to discover before a Financial Advisor makes any recommendation to their clients. The goal is to get the clients "CORE VALUES".
Securing Your Future
With many companies offering less pension plans and more of a participation plan, like a 401(k); It is even more apparent that you need to save for yourself. Social Security being questionable for future retirement supplemental benefit, and the continual rise of the cost of living; Investors today really need to understand where they are and where they need to be. Planning ahead and securing your future should be on the top of the priority list for investors today. Consider sitting down with a Financial Advisor and get a "FINANCIAL CHECK UP" just to be sure that you are on the right track.
Realizing Your Dream
At the Autus Financial Group, we understand that there are more to life than work. We help you to plan for and take charge of your future; so that you will have the time for the things that really matters.
Autus Financial Group is licensed in the state of CALIFORNIA.
Autus Financial Group
Investment and Advisory Service
Tel: 858-486-4198
12255 Parkway Center Dr., Poway, CA 92064
www.autusfinancialgroup.com
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