Shevak Opinion.qxp
12/6/10
4:50 PM
Page 1
DO YOU NEED A FINANCIAL SECOND OPINION? •WEALTH MANAGEMENT
You would get a second opinion when it comes to your health...wouldn’t you?
•FEE-BASED ASSET MANAGEMENT
•Do you even have a long term “comprehensive financial plan” with specific goals and objectives?
•ETF’S & MUTUAL FUNDS
•Are you scared and unsure about what to do with your money now?
•STRUCTURED PRODUCTS
•Will the money I have now last me for the rest of my life and still leave something for my children? •Is your current advisor more interested in selling you a financial product than looking out for your financial well being?
•RETIREMENT INCOME PLANNING
•TRUST PLANNING
If you have answered yes to any of these questions...you owe it to yourself and your family to speak to a true professional...someone who has spent decades navigating tough markets like these. You should be working with a CERTIFIED FINANCIAL PLANNER™ Professional.
•LIFE INSURANCE
I am an independent and unbiased wealth manager with over 30 years of experience helping people just like you. I can help guide you through these extremely difficult times.
•LONG-TERM CARE INSURANCE
You do not have to make these decisions alone.
•FIXED & VARIABLE ANNUITIES
If you or someone you know needs help and guidance right now, then this is a golden opportunity for you to get a professional
FINANCIAL SECOND OPINION. Of course, everything is 100% confidential and there is no oblication on your part. You have nothing to lose and only financial confidence to gain.
SHEVAK FINANCIAL SERVICES Bryan K. Shevak, CFP®, ChFC, CLU CERTIFIED FINANCIAL PLANNER™ Professional Wealth Manager Fee-based Services and Securities Offered Through LPL Financial Member FINRA/SIPC
6489 Enclave Way, Boca Raton, FL 33496-4076 (561) 995-7873 E-mail: bryan.shevak@lpl.com
Website: www.lpl.com/bryan.shevak
LPL Financial representatives offer access to trust services through The Private Trust Company, N.A. PTC is an affiliate of LPL Financial