Armstrong & Associates, Inc.
Financial Services - Ottawa, Illinois, United States
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Armstrong & Associates, Inc. Details
Armstrong & Associates, Inc. is a full service financial planning practice with over 75 years of combined experience.Being ‘client centric' as opposed to ‘product centric', we assist clients in achieving their financial and life goals through comprehensive and thorough planning to help build, protect and transfer wealth. We lead with process not product.How we work:•Discovery: We begin by simply getting to know you.•Analysis: We analyze and design a customized plan for your short- and long-term goals based on a discussion of risk/reward characteristics.•Recommendation: We present our recommendations to you, answer any questions, consider alternatives and outline the steps needed to implement your plan.•Implementation: We put your financial plan into action. We select the specific account types, investment products and services identified in the design stage and build your portfolio to meet your objectives.•Management: We continually monitor the progress of your financial plan to ensure it keeps working for you. And, should you experience a life change – marriage, birth, new job, new home – we can discuss how your changing situation impacts your financial plan, and the process begins anew.Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Armstrong & Associates, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
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