Just an average PortfolioVs.Retirement Money Map® plan
FIDUCIARY RESPONSIBILITY
You get protection from our Legal, Moral, and Ethical responsibility to do what is in Your Best Interest
We commit to these 5 fiduciary principles
1
Always put our clients’ needs ahead of our own.
2
Act with prudence; that is, with the skill, care, diligence and good judgment of a professional.
3
Not mislead clients and will provide conspicuous, full and fair disclosure of all important facts.
4
Avoid conflicts of interest.
5
Fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.
Advisor Signature
Michael Stevens
Advisor Signature
Capital Wealth Advisors
Firm
We offer services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
Protect the assets that can help you live the retirement you’ve always imagined.
How?
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
How?
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
The Next Step:Are you a good fit?
If this sounds like the kind of relationship you want with your financial advisor, see if you are potentially a good fit for our firm.