Brooks, Hughes & Jones - Investment Advisor - Tacoma

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.

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.

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

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
financial situation. To achieve this, 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
information via client profile
questionnaires, current account
statements and other data to
better understand the puzzle that
is your financial life.