We believe that you, as our client, have a right to:
Employ the services of persons who have special areas of financial expertise or capabilities.
Deal with someone who listens to me and hears all of my needs and concerns, and who responds to me with notes or memos so I may confirm that my needs have been understood correctly.
Work with someone who helps me prioritize my short-term and long-term goals and helps develop a plan so I can achieve my goals in the most effective manner.
Have a trusted partner who not only critically evaluates a variety of investment and insurance products, but also offers them to me with an unconditional focus on appropriateness and suitability.
Know that your financial advisor has the same respect for your money and assets that you have.
Communicate with someone who delivers information at a level that I can understand, both orally and in writing.
Expect that my financial advisor will remain current with developments in law, taxation, economics, and technology in order to serve my needs professionally.
Deal with someone who is oriented toward working with me (and with my family as appropriate) over the long term.
Benefit from working with financial advisors who, by virtue of education, experience, technical competence, and adherence to ethical business practices, are recognized as top professionals in the financial services field.
Integrated Financial Management, LLC
375 Sam Houston Jones Parkway
Lake Charles LA, 70611
Phone: (337) 312-0920
Securities offered through Securities America Inc. Member FINRA/SIPC and Advisory services offered through Securities America Advisors Inc. Timothy J. Aguillard, Representative Integrated Financial Management, LLC and the Securities America companies are unaffiliated.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.