As independent advisors, we pride ourselves on providing our clients with personalized financial strategies. As a client, your portfolio will be based on your unique situation, goals, attitudes and personal preferences. It will be designed to account for change both in the capital markets and in your family’s circumstances.
Our approach to investing is straight forward: we focus on working closely with you to build towards the future you desire. As we work together, we will explain our recommended strategies so that you will be fully comfortable with all aspects of your program. Every decision we make will be focused on achieving the results you want. Our goal is to help you achieve your objective, through professional advice, sound management of risk, quality investments, and personal, timely service.
Our mission is to provide our clients with the knowledge they need to make informed decisions. In order to accomplish this, we combine our experience in the financial services industry with quality investment alternatives and the latest information and technology available.
For clients, we would like to take this opportunity to say thank you for your commitment to us. We value your friendship, and we will continue to do our very best for you and your family.
If you're an inquiring investor, and the above summary description of our practice feels like a potential fit in your situation, or if you would like to discuss how we work with clients in more detail, please call us.
Sincerely,
| Jim Boileau, Partner - LSFS Investment Executive-RJFS |
Mike Owens, Partner -LSFS Financial Advisor, Branch Manager-RJFS |
| Bradley C. Jenson, CFP®, CIMA®, CAP®, AIF® Financial Advisor - RJFS Barb Perrault, Registered Client Service Manager |
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