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Revised 2/27/03 2324A CHEEK-SPARGER RD. BEDFORD, TEXAS 76021 817-267-9480 METRO 800-242-9480 817-283-1772 FAX 2324A CHEEK-SPARGER RD. BEDFORD, TEXAS 76021.

Published byBeatrix Bishop Modified over 9 years ago

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Presentation on theme: "Revised 2/27/03 2324A CHEEK-SPARGER RD. BEDFORD, TEXAS 76021 817-267-9480 METRO 800-242-9480 817-283-1772 FAX 2324A CHEEK-SPARGER RD. BEDFORD, TEXAS 76021."— Presentation transcript:

1 Revised 2/27/03 2324A CHEEK-SPARGER RD. BEDFORD, TEXAS 76021 817-267-9480 METRO 800-242-9480 817-283-1772 FAX 2324A CHEEK-SPARGER RD. BEDFORD, TEXAS 76021 817-267-9480 METRO 800-242-9480 817-283-1772 FAX Welcome Joy D. Kirsch is a registered representative of and offers securities, investment advisory, and financial planning services through LPL Financial. Member FINRA/SIPC

2 Revised 2/27/03 Intellectual Wealth Financial Wealth Human Wealth TruWealth ™ Joy D. Kirsch is a registered representative of and offers securities, investment advisory, and financial planning services through LPL Financial. Member FINRA/SIPC

3 Revised 2/27/03 Kirsch & Associates is committed to our clients’ financial well-being. We recognize that wealth is about more than just money. We help you define your values, then align your wealth with those values. In conjunction with other professionals, our team focuses on putting the financial, tax and legal pieces in place so that you can pursue life’s more important issues. We call our unique process The TruWealth Process ™. Joy D. Kirsch is a registered representative of and offers securities, investment advisory, and financial planning services through LPL Financial. Member FINRA/SIPC

4 Revised 2/27/03 Cash Flow Asset Protection Investments Taxes Legacy Planning Retirement Planning Business Planning Financial Planner Joy D. Kirsch is a registered representative of and offers securities, investment advisory, and financial planning services through LPL Financial. Member FINRA/SIPC

5 Revised 2/27/03 Value Presentation and Engagement Meeting Presentation of The TruWealth Strategic Plan™ ™ Preliminary Evaluation and Cost Analysis Implementation of The TruWealth Solutions™ Monitoring Progress with The TruWealth™ Checkups ™ The TruWealth Strategic Plan™ ™ Design with the Tax, Legal, and Financial Team Overview Wealth Management Solutions Training Goals & Data Perfecting Joy D. Kirsch is a registered representative of and offers securities, investment advisory, and financial planning services through LPL Financial. Member FINRA/SIPC

6 Revised 2/27/03 Joy D. Kirsch is a registered representative of and offers securities, investment advisory, and financial planning services through LPL Financial. Member FINRA/SIPC WMS

7 Revised 2/27/03 Joy D. Kirsch is a registered representative of and offers securities, investment advisory, and financial planning services through LPL Financial. Member FINRA/SIPC

8 Revised 2/27/03 Joy D. Kirsch is a registered representative of and offers securities, investment advisory, and financial planning services through LPL Financial. Member FINRA/SIPC

9 Revised 2/27/03 Kirsch & Associates wants to help you define your values, dream new dreams, and align your wealth accordingly. We believe that proper financial planning can help you move from anxiousness and uncertainty toward security and comfort. Joy D. Kirsch is a registered representative of and offers securities, investment advisory, and financial planning services through LPL Financial. Member FINRA/SIPC

10 Revised 2/27/03

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Revised 2/27/03 2324A CHEEK-SPARGER RD. BEDFORD, TEXAS 76021 817-267-9480 METRO 800-242-9480 817-283-1772 FAX 2324A CHEEK-SPARGER RD. BEDFORD, TEXAS 76021.

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