Financial Planning

For Client Name

Presented by Charles Reagan

Finnancial Companies Asset Management, Avee Road N4 London United Kingdom. Phone 758-2094, Fax 758 1121
www.finnacialInvesting.com We are a Registered Investment Advisory Firm.
 Getting you there
Table of contents

01 03 05
02 04
The Beginning Vision Retirement
Where you are today Investment Our suggested path
Innovation recommendations Motivation
Our systems Follow-up and investment
tracking

Financial Planning 2
 Our team
Charles Reagan, MBA, CFP
Founder and President of Finnacial Companies Asset Management, Inc.

Certified financial planner™ (CFP®) since 1996. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut
labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Served as an expert financial witness in multiple Financial Industry Regulatory Authority (FINRA) Lorem ipsum dolor sit amet, consectetur
adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco
laboris nisi ut aliquip ex ea commodo consequat.

Appeared on numerous media outlets since 2001. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut
labore et dolore magna aliqua.

Oversees all aspects of the company , Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et
dolore magna aliqua.

Meets with his clients on a quarterly basis and will do so in person, or by phone, whichever is easier for the client

Financial Planning 3
 Our team
David R. Jones®
Chief Operations Officer (COO) and Investment Advisor Representative (IAR)

Certified financial planner™ (CFP®) since 2000. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut
labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Served as an expert financial witness in multiple Financial Industry Regulatory Authority (FINRA) Lorem ipsum dolor sit amet, consectetur
adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco
laboris nisi ut aliquip ex ea commodo consequat.

Appeared on numerous media outlets since 2001. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut
labore et dolore magna aliqua.

Oversees all aspects of the company. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore
magna aliqua.

Meets with his clients on a quarterly basis and will do so in person, or by phone, whichever is easier for the client

Financial Planning 4
 Money Management System
Explanation
Our fee is a charge of 1% annually on
the first $2 million, 0.75% on the next
$2 million and 0.50% on everything
over $4 million.
While this is an annual fee, ¼ of the fee
is deducted each quarter. This cost is
charged a quarter in advance, and
typically a year’s worth of fees will be
held in the money market to cover this
cost.
Financial Planning
How we help achieve your goals
Example Resolution
The fees we collect from our clients are
Value of account at end of quarter:
the only income we receive.
$1.0 million
1% of account: We do not receive commissions,
compensation from third parties or any
$10,000 annually
investment companies.
Divided by 4:
This allows us to be impartial when
$2,500 Quarterly Fee Actually Deducted
selecting investments for you.
From Account
5
 Money Management System
Choosing Underlying Investments

Screening
We use the two leading independent third-party evaluators of
process
investments to screen for your investment.

Screening Item 1
The screens then produce about 80 investment options that
we choose to build our portfolios from.

The investments must pass the screening for both services to Screening Item 4 Screening Item 2
be included in our portfolios offering clients an additional
layer of due diligence.

Different objectives require different investments, so our Screening Item 3

clients do not own 80 investments, but rather a subset that
best meets your goals.

Financial Planning 6
 Money Management System
Monitoring and Updating Investments

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adipiscing elit, sed do eiusmod.

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eiusmod. Lorem ipsum dolor sit amet, consectetur .

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Monthly the screens

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are rerun and any
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investments that are not
meeting our criteria are
moved to the watchlist. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod. Lorem ipsum dolor sit amet,
consectetur adipiscing elit, sed do eiusmod.

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adipiscing elit, sed do eiusmod.

Financial Planning 7
 Suggested Portfolio
The portfolio we are recommending is spread across mutual funds from separate management
companies, ETFs (exchange traded funds) and a position of x & x.

32.0% - Fund Name – Fund Description here: “Insert quote regarding the fund here. This will detail information about the fund for the prospect to
learn more about what it does and how it works.” -Source XX-XX-20XX
4.0% - Fund Name – Fund Description here: “Insert quote regarding the fund here. This will detail information about the fund for the prospect to
learn more about what it does and how it works.” -Source XX-XX-20XX
6.2% - Fund Name – Fund Description here: “Insert quote regarding the fund here. This will detail information about the fund for the prospect to
learn more about what it does and how it works.” -Source XX-XX-20XX
6.2% - Fund Name – Fund Description here : “Insert quote regarding the fund here. This will detail information about the fund for the prospect to
learn more about what it does and how it works.” -Source XX-XX-20XX
1.8% - Fund Name – Fund Description here : “Insert quote regarding the fund here. This will detail information about the fund for the prospect to
learn more about what it does and how it works.” -Source XX-XX-20XX
8.3% - Fund Name – Fund Description here: “Insert quote regarding the fund here. This will detail information about the fund for the prospect to
learn more about what it does and how it works.” -Source XX-XX-20XX
4.0% - Fund Name – Fund Description here: “Insert quote regarding the fund here. This will detail information about the fund for the prospect to
learn more about what it does and how it works.” -Source XX-XX-20XX
6.2% - Fund Name – Fund Description here: “Insert quote regarding the fund here. This will detail information about the fund for the prospect to
learn more about what it does and how it works.” -Source XX-XX-20XX
6.2% - Fund Name – Fund Description here : “Insert quote regarding the fund here. This will detail information about the fund for the prospect to
learn more about what it does and how it works.” -Source XX-XX-20XX

Financial Planning 8
 Tracking Your Investments

Market Update Letters: Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed
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veniam, quis nostrud .

Webinars: Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod
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nostrud exercitation.

TV and Radio Shows: Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do
03 eiusmod tempor incididunt.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor
incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud
exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. .

Financial Planning 9
 Thank you
Get in touch with us:

Finnancial Companies Asset Management, Avee Road N4 London United Kingdom. Phone 758-2094, Fax 758 1121
www.finnacialInvesting.com We are a Registered Investment Advisory Firm.