Have you assessed your financial risk?
Come Have a Conversation with our Team
Thanks for considering Connors Wealth Management! As a potential new client, we are committing to giving you a holistic and comprehensive view of your financial situation so we can provide personalized service.
Your relationship with us starts with discovery.
What's your Risk?
Step 1: Consider these 4 fundamental questions:
Step 2: Fill out this short survey to assess your household cash flow and investment return needs. A member of our client service staff will then be in touch to follow up with next steps.
Step 3: Our team focuses on a multi-meeting process for beginning our relationship with you – we want you to know us as well as we get to know you! At an in-person meeting, we will design and present a custom portfolio plan for you to pursue your sustainable cash flow and long-term retirement goals.
YOU are our communication and service focus, which means as our client you will have access to:
- Weekly market commentary
- Monthly advisory letter and portfolio updates
- Phone call from our team every 30 days
- Quarterly portfolio reviews
- Special events throughout the year to connect with your Connors Wealth Management team
Have Questions? CONTACT US!
Office Phone: 321-868-0732
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners (IFP), a registered investment advisor. IFP and Connors Wealth Management are separate entities from LPL Financial.