| Investment Management Financial Planning Risk Protection If you are looking for confidence in how your money is managed and comfort with the people who provide your advice, call us at 253.534.8888. |
Step 3: Design
We design an investment strategy and financial plan that addresses your specific
objectives. Often we incorporate “what if?” scenarios to help you understand
possible outcomes to different situations. The framework of our investment
management recommendations is delivered via a personal Investment Policy
Statement (IPS). The IPS will be used as a guide for ongoing investment decisions.
Step 4: Deliver
Our recommendations are presented in person. The investment strategy and
financial plan outlines a course of action. These recommendations may cover
investments, retirement planning, college savings, insurance, estate planning and
other details dictated by your situation and your specific situation and opportunities.
Step 5: Implement
Brooks, Hughes & Jones will manage each step of the implementation of your
financial plan. We will:
Step 6: Monitor
We continuously monitor your financial situation and meet with you regularly to
ensure that all aspects of your financial life are well cared for.
We design an investment strategy and financial plan that addresses your specific
objectives. Often we incorporate “what if?” scenarios to help you understand
possible outcomes to different situations. The framework of our investment
management recommendations is delivered via a personal Investment Policy
Statement (IPS). The IPS will be used as a guide for ongoing investment decisions.
Step 4: Deliver
Our recommendations are presented in person. The investment strategy and
financial plan outlines a course of action. These recommendations may cover
investments, retirement planning, college savings, insurance, estate planning and
other details dictated by your situation and your specific situation and opportunities.
Step 5: Implement
Brooks, Hughes & Jones will manage each step of the implementation of your
financial plan. We will:
- Implement both the financial planning recommendations and investment
management requirements of the plan, - Work closely with you to understand our recommendations about insurance
and risk protection measures, - Coordinate closely with your other professional advisors to make sure that
your specific needs are addressed.
Step 6: Monitor
We continuously monitor your financial situation and meet with you regularly to
ensure that all aspects of your financial life are well cared for.
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TACOMA 2112 North 30th Street, Suite B | Tacoma, WA 98403
FRIDAY HARBOR 255 Harrison Street | PO Box 2965 | Friday Harbor, WA 98250
253.534.8888 info@BHJadvisors.com
FRIDAY HARBOR 255 Harrison Street | PO Box 2965 | Friday Harbor, WA 98250
253.534.8888 info@BHJadvisors.com
Copyright © 2009-12 Brooks, Hughes & Jones, Inc.. All rights reserved.
Privacy Policy
Privacy Policy
WORKING WITH US | Six Steps to a Better Financial Future
When we agree to work with you, our first focus will be to thoroughly understand
your goals and values as they relate to your financial means. We follow a six-step
process:
When we agree to work with you, our first focus will be to thoroughly understand
your goals and values as they relate to your financial means. We follow a six-step
process:
Step 1: Listen
We listen in an open forum to
hear details of your current
situation, your concerns, desires
and goals and what expectations
you have for professional advice
and money management.
Step 2: Discover
We gather the necessary
questionnaires, current account
statements and other data to
better understand the puzzle that
is your financial life.
We listen in an open forum to
hear details of your current
situation, your concerns, desires
and goals and what expectations
you have for professional advice
and money management.
Step 2: Discover
We gather the necessary
questionnaires, current account
statements and other data to
better understand the puzzle that
is your financial life.
Brooks, Hughes & Jones, Inc. (BH&J) is a Washington state Registered Investment Adviser. BH&J and its representatives are in compliance with the current registration and notice
filing requirements imposed upon Registered Investment Advisers by the SEC and the states in which BH&J maintains clients.
BH&J's electronic communications via email newsletters, blog posts and its web site are limited to the dissemination of general information regarding its investment advisory services,
educational information or viewpoints. Published content should not be construed by any consumer and/or prospective client as personalized investment advice or a solicitation for
client regarding financial planning or investment advice shall be conducted by a partner that is registered, or exempt from registration, in the state where the prospective client resides.
Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed here will come to fruition.
For regulatory information pertaining to the registration status of BH&J, please see Form ADV Part II.
BH&J does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether
linked to BH&J's web site or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only.
filing requirements imposed upon Registered Investment Advisers by the SEC and the states in which BH&J maintains clients.
BH&J's electronic communications via email newsletters, blog posts and its web site are limited to the dissemination of general information regarding its investment advisory services,
educational information or viewpoints. Published content should not be construed by any consumer and/or prospective client as personalized investment advice or a solicitation for
client regarding financial planning or investment advice shall be conducted by a partner that is registered, or exempt from registration, in the state where the prospective client resides.
Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed here will come to fruition.
For regulatory information pertaining to the registration status of BH&J, please see Form ADV Part II.
BH&J does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether
linked to BH&J's web site or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only.
