The Value of Advice, Helping You Find Clarity in a Complex World

Working with an independent financial professional is essential to successful financial planning and growing wealth. That’s why many of Pulse’s investment strategies are only available through independent financial professionals. Pulse’s advisors will serve as a buffer and screen to the challenges that threaten to derail your financial program and help you stay on track toward pursuing your goals.

What you can expect from a Pulse Financial professional?

You can expect an independent advisor to help add discipline and objectivity to your investment approach. Whether it’s estimating the cost of a college education, determining how much you’ll need for retirement, or rebalancing your portfolio, a financial advisor at Pulse can help you develop a sound financial plan for the future. You will have a financial professional work closely with you to understand your specific financial goals, risk tolerance, time horizon and investment preferences. Based on that understanding, Pulse can:

  • Develop an integrated, personalized investment program based on your financial goals.
  • Provide investment strategies that match your objectives and suggest the right asset mix for your portfolio.
  • Diversify your assets to help reduce risk and enhance return. 1
  • Help you manage the impact of taxes and inflation on your investments.
  • Monitor the performance of all your investments.
  • Rebalance your investments periodically to maintain your desired asset allocation.
  • Provide regular, detailed reporting on your portfolio’s activity and performance.
  • Meet with you to review the status of your plan and any major changes in your personal financial situation.
  • Be available to answer questions and provide information on market events and opportunities.

If you needed medical attention, you probably wouldn’t attempt your own diagnosis. You would seek the opinion and services of a trained medical professional. Similarly, your financial health may be better served by seeking professional advice on issues concerning your financial future.

*Neither diversification nor asset allocation necessarily protects an investor from loss in a volatile or declining market.

Securities offered through First Allied Securities, Inc. Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services Inc., a registered investment adviser.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation.
This site has been published in the United States for resident of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.