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Investments are an important part of any solid financial future. It is hard to know what is the right choice to balance your comfort level for risk to return. Please give us the opportunity to determine the best fit for you.

Below are a few questions you may
want to think about to help your know what could fit for you.

  • How long am I willing to keep my funds invested to achieve my goals?
  • What current income do you need to obtain from my investments?
  • What future cash needs am I likely to have?
  • Are there any tax or legal issues that I need to consider for my investments?
  • What kind of investor am I, conservative, moderate, or aggressive?
  • How much volatility am I willing to risk to try to earn a higher return?

We are here to help you figure out the answers to these questions. Once you have a clear understanding of your needs and goals we can begin to determine the appropriate asset mix and identify the right mutual funds, stocks, bonds, money market funds, and many other options.


933 Falmouth Road ~ Route 28
Hyannis ~ MA ~02601
Office: 508-775-6010 or 800-241-4117
FAX: 866-554-0534
Securities Offered Through: KCD Financial, Inc.

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 This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant. ~ Content copyright 2015. All rights reserved.

This communication is strictly intended for individuals residing in the state(s) of FL, MA, RI and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Check the background of this financial professional on FINRA's BrokerCheck.