PARTNERING WITH YOU

We are more than an advisor to our clients — we are an extension of their family, guiding them through life's challenges to set a course for success. We partner with you to prepare you for the future.

An important partnership exists between us and our clients. To help clarify this relationship and avoid misunderstandings, the roles of both the advisor and the client are laid out below.

 

Advisor Responsibility

  • Serving as an advisor and advocate for our client's financial and planning needs

  • Knowing the client’s financial needs, goals, and evolving life conditions

  • Maintaining confidentiality—keeping all information pertaining to the client’s finances private

  • Constructing an asset allocation strategy to match the client’s objectives

  • Establishing a discipline of frequent and significant communication through periodic account reviews and ongoing reporting

  • Ongoing monitoring and review of account performance versus client goals

  • Pursuing tax efficiency wherever possible and coordinate based upon an understanding of the client's tax situation

 

Client Responsibility

  • Providing the advisor with all financially relevant information

  • Partnering with the advisor to establish meaningful financial goals

  • Notifying the advisor of liquidity and cash flow needs

  • Informing the advisor of any change in objectives or financial conditions

  • Keeping the advisor aware of any lifestyle or family circumstances that may impact current or future plans

  • Sharing any concerns or questions that may arise with the advisor

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Pickler Wealth Advisors   |   901.316.0160   |   1135 Halle Park Circle   |   Collierville, TN   |   38017

The Bull Network
Forbes' Best-in-State Advisor
Five Star Wealth Manager
Winner of 2019 Catalyst Award
Featured in Kiplinger's Finance
Barron's Top Advisor

This communication strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, LA, MD, MI, MO, MS, NC, NE, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

 

Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,

including possible loss of the principal invested.

 

Securities and advisory services offered through Commonwealth Financial Network®.

Member FINRA ,SIPC, a Registered Investment Advisor.

The Pickler Law Firm, LLC, Pickler Accounting Advisors, PLLC, and Commonwealth Financial Network are separate and unrelated entities.

Privacy Policy

© Pickler Wealth Advisors. All rights reserved. 2020.

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