We are committed to helping you reach your financial goals. The Investment process includes a thorough understanding of your risk tolerance and short and long term goals which results in an Investment strategy specific for you. You will be taken through a consultative process designed to determine how to meet your financial goals and dreams.
|Step 1: Discover|
|♦ What are your hopes and dreams?|
|♦ What is your risk tolerance?|
|♦ Any specific tax considerations?|
|♦ What is your investment objective?|
|♦ What is your time horizon?|
|Step 2: Recommend|
|♦ Investment Portfolio Recommendations|
|♦ Customized Asset Allocation Strategies|
|♦ Wealth Management Services|
|Step 3: Implement|
|♦ Implement the Investment Strategy|
|♦ Open Account|
|Step 4: Review|
|♦ Quarterly Performance Reports|
|♦ Investment Newsletters|
|♦ Portfolio Rebalancing|
For more information, Email Dan Murphy or call him locally at (262) 641-1322 or
Toll Free (888) 485-4400.
Securities and Advisory Services offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Great Midwest Bank and Great Midwest Financial Center are not a registered broker/dealer and are not affiliated with LPL Financial.
Not FDIC insured • No Bank Guarantee • May lose value •
Not a bank deposit • Not insured by any Federal Government Agency
The LPL Financial Representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, FL, MN, NC, VA, and WI.