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Armstrong Associates Inc provides financial planning services including asset management, retirement accumulation, insurance assessment, college funding, and estate planning on a fee-only basis.

 The firm's objective is to deliver customized financial advice that is unequaled in terms of quality from which the client can derive maximum value.

 We can help you analyze your financial situation and assist you with determining the best course of action in achieving your future financial security.

 Needs Assessment

First, we will help you identify personal and business assets and protection needs.  Based on your need assessment, we help you set financial goals.  We will help you prioritize your goals and implement a plan to achieve your goals and objectives.

 Establish A Plan

Next, we will help you develop an investment plan designed to achieve your goals. Included in the plan may be your expected investment returns, your ideal asset mix between stocks and bonds, and the general types of securities that are suitable for you.

 Implementation

We will assist you in opening an investment account, determining the types of investments that are suitable for you, and managing your investment portfolio.

 Monitor Performance

We will monitor your performance, make adjustments and/or recommendations to help achieve desired results.

 

 

Send mail to tacarmstrong@hotmail.com with questions or comments about this web site.
Last modified: January 11, 2007