1 / 0

Helping You Achieve Financial Goals: Active Financial Group's Mission

At Active Financial Group, our mission is to provide honest and credible financial advice to individuals, families, and small businesses. Since 2003, we have been dedicated to guiding our clients towards achieving their unique financial goals. Our experienced financial planners work closely with you to create tailored strategies that fit your needs. Connect with us today at ActiveFinancialGroup.com or call us at 678-574-0080 to start your journey to financial success.

floyd
Télécharger la présentation

Helping You Achieve Financial Goals: Active Financial Group's Mission

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Our Mission Statement ”At Active Financial Group, we are committed to working with individuals, families and small business to deliver honest and credible advice in helping them achieve their financial goals.” Securities offered through J.W. Cole Financial, Inc. (JW Cole) Member FINRA/SIPC. Advisory Services through Jonathon Roberts Advisory Group, Inc. (JRAG) ActiveFinancialGroup.com 678-574-0080
  2. Who We Are Financial Planners since 2003 Independent Advisors Background as CPA 25+ Years Experience as Business Owners 15+ Years Experience in Commercial and Residential Real Estate Dually Licensed – Securities & Insurance Securities offered through J.W. Cole Financial, Inc. (JW Cole) Member FINRA/SIPC. Advisory Services through Jonathon Roberts Advisory Group, Inc. (JRAG) ActiveFinancialGroup.com 678-574-0080
  3. Our Philosophy “Its not what you make on your investments that counts – It’s what you keep” “Mathematics of Declines and Advances” Lose 5% = Need 5.3% to recover Lose 33% = Need 50% to recover Lose 50% = Need 100% to recover (Average Investor loss in 2008 = 38%) Securities offered through J.W. Cole Financial, Inc. (JW Cole) Member FINRA/SIPC. Advisory Services through Jonathon Roberts Advisory Group, Inc. (JRAG) ActiveFinancialGroup.com 678-574-0080
  4. Our Philosophy (cont’d) Investment Choices Always based on a “Plan” We don’t sell product We “Plan” for Our Client’s Retirement Be Accessible to Our Clients We answer our phones Client Trust Essential Integrity – Always do the Right Thing for the Client Be Active in the Community Securities offered through J.W. Cole Financial, Inc. (JW Cole) Member FINRA/SIPC. Advisory Services through Jonathon Roberts Advisory Group, Inc. (JRAG) ActiveFinancialGroup.com 678-574-0080
  5. Our Location 2655 Cobb Parkway NW - Kennesaw, GA (Located @ the Windsor) Securities offered through J.W. Cole Financial, Inc. (JW Cole) Member FINRA/SIPC. Advisory Services through Jonathon Roberts Advisory Group, Inc. (JRAG) ActiveFinancialGroup.com 678-574-0080
More Related