OUR VISION STATEMENT

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OUR VISION STATEMENT

• Through Proper Wealth Management,
• we enable our Clients to
• LIVE THEIR DREAMS

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UNIQUE VALUE PROPOSTION

• I empower my clients through a proven unique
  financial planning process to optimize wealth,
  manage risk and reduce taxes in the pursuit of
  financial independence.

Peter G Gillen CFP
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Business Belief 1

• I believe that the glut of contradictory
• information, volatile and fragmented
• financial market conditions has caused an aura
  of confusion, uncertainty and apprehension for
  the investing public.

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Business Belief 2

• I believe that it is vital for your economic
  success to create a roadmap, that will act as
  your compass in your quest for attaining
  financial independence.
• I believe that this roadmap should take the
  structure of a personal financial plan which
  clearly defines your goals, for the purpose of
  developing the strategies to attain financial
  success.

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Business Belief 3

• I believe that a customized investment strategy
  will be a primary tool that will be your catalyst
  for growth.
• Your investment allocation should utilize
  efficient model portfolios specific to
  executing solutions targeted to your goals,
  objectives and intended results.

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Business Belief 4

• I believe that my ability to offer independent
  advice and partner with exceptional Wealth
  Management Firms, provides me with a distinct
  competitive advantage which I can leverage and
  transfer to my clients for their benefit.

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Business Belief 5

• We believe that client service is of paramount
  importance in ALL stages of our business
  relationship.
• We believe that providing exceptional client
  service is the cornerstone to our success.
• We believe our clients time and finances are of
  great importance. We respect and value the
  opportunity to develop a long term relationship
  and their financial plans for life.

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Business Belief 6

• I believe that I need to be the best.
• I immerse myself in an ongoing process which
  includes higher education and analytical research
  to ensure my clients are equipped with relevant
  data so that informed choices are made.

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Business Belief 7

• I believe I need to be product savvy.
• The success of my clients will be determined by
  the products and services we position.
• I will use my vast resources and expertise to
  identify and recommend innovative solutions
  utilizing only proven Investment Management Firms.