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WHAT
WE DO
PainterFinancial provides a complete range of financial planning and investment management services. PainterFinancial is affiliated with H.D. Vest Investment Securities, Inc., a full service broker/dealer, member of the National Association of Securities Dealers (NASD) and the Securities Investor Protection Corporation (SIPC), and H.D. Vest Advisory Services, Inc. Through these affiliations we are able to offer fee based investment management services. H.D. Vest Investment Securities, Inc., was established in 1983. They offer helpful resources to PainterFinancial. Our services are available to you using our Comprehensive Wealth Management Program or our ala carte Financial Planning Services.
Our Comprehensive Wealth Management Program is available to the families with a minimum of $100,000 of investable assets. For those with a minimum of $500,000 invested there is no additional charge for our other financial services. Those between $100,000 and $500,000 will receive our other services at a 50% reduction from our normal fees. Our role in Comprehensive Wealth Management is that of a quarterback. We assemble a team of experienced, dependable professionals, attorneys, trust officers, accountants and others as dictated by your needs. We can work with your existing advisors. This gives you one contact person, which should free up a significant amount of your time and assure the coordination of the team effort. Included in or Comprehensive Wealth Management Program is Investment Portfolio Management, and all of the financial planning services offered under our ala carte services.
Not everyone qualifies for or needs our Comprehensive Wealth Management Program. For those individuals we will provide customized services on an ala carte basis. That is, you pick and choose the services you want and only pay for those services you need. We offer the following
Financial Planning services:
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March 13, 2001 |