Precision Thinking for Retirement
Welcome to J. Poels Financial Online!
We appreciate your interest in our firm's services.
Finding an investment advisory and financial planning firm that will meet your current and future needs is extremely important. Every year there seems to be more organizations offering these services, and it is often difficult to tell the difference between them, at least on the surface.
In reality, there are many differences, especially when it comes to the integrity and quality of rendered advice. Our firm maintains its independent status for one primary reason - we believe it is the only way to consistently deliver high quality, unbiased advice.
We invite you to review our professional services presented on our web site which includes our current complimentary offers. In addition, we have included a few sample illustrations to provide viewers with a general idea on how our services can add value.
If you would like to receive additional information, for no cost or obligation, please contact us at (888) 878-5757 or visit the "Contact Us" section on our site.
Again, thank you for your initial interest.
John P. Poels, ChFC, AAMS
Sample Financial Plan
Sample Asset Allocation
Important Consumer Information:
1) A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a particular state after licensure or satisfying qualification requirements of that state, or only if they are excluded or exempted from the state`s broker-dealer, investment advisor, BD agent, or IA representative requirements, as the case may be.
2) Follow-up, individualized responses to consumers in a particular state by broker-dealer, investment advisor, BD agent, or IA representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state`s broker-dealer, investment advisor, BD agent, or IA representative requirements, or pursuant to an applicable state exemption or exclusion.
3) For information concerning the licensure status or disciplinary history or a broker-dealer, investment advisor, BD agent, or IA representative, a consumer should contact his or her state securities administrator.
4) Cambridge Investment Research Advisors, Inc. is registered with the SEC as an investment advisor in accordance with the Investment Advisers Act of 1940. The information presented herein is for informational purposes only and does not constitute a solicitation or an offer to sell securities or investment advisory services. To obtain a copy of Cambridge Investment Research Advisors, Inc. Form ADV please contact us.
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.