GOALS  
 
SLA

SLA Financial is an  Independent  financial
planning firm.

Our primary commitment is to our clients.

 
  • Provide personalized objective financial advice in representing our clients.

  • Devise a formal comprehensive financial strategy to achieve our clients' goals.

  • Become a working member of the client's team of professional advisors (attorneys and CPS's) to provide a coordinated effort on the client's behalf.

  • Provide appropriate advice and recommendations on financial products, investments and insurance.

  • Provide education and clear explanations of investment alternatives and asset allocation strategies.*

  • Keep the client informed of the status of the investment.

  • Systematically monitor the client's financial progress as it relates to the formal comprehensive plan. A plan is only good if you routinely follow and monitor your progress.

 

 


Non-registered Insurance products and services are provided by Susan Arnette as a direct agent of those insurance companies.  Such services are not affiliated with The Investment Center, Inc.

 *Asset Allocation does not assure or guarantee better performance and cannot eliminate the risk of Investment losses.

 All Securities Offered Through The Investment Center, Inc. Bedminster , NJ Member FINRA/SIPC
Advisory Services Provided Through IC Advisory Services, Inc,-A Registered Investment Advisor
Susan Arnette is a Registered Representative of The Investment Center, Inc.-SLA Financial is not affiliated with The Investment Center




Site created by Frank E. Dulin fdul@ccil.org
Copyright © 1998 SLA Financial
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