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Wealth Strategies 12

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Let's Build a Strategy For You

“I help people build a strategy that works towards securing their financial future by using a goal oriented, advice driven approach in a way that best fits their priorities and objectives.”

Robert L. Javens

Why Selecting a Fiduciary Advisor is Important

Not all financial advisors are held to the same standards and requirements. Selecting a financial advisor who is a fiduciary means that he or she will always be working in your best interest. A fiduciary is held to the highest duty known to law and the highest standard of care.

The primary responsibilities and duties of a fiduciary are:

Duty of Care

Duty of Loyalty

As a result, this is what you can expect as my client:

An ongoing relationship to continue to monitor your assets

Sound advice that has been carefully developed and is in your best interest

Your needs will always be put first


Schedule Consultation

“I help people build a strategy that works towards securing their financial future by using a goal oriented, advice driven approach in a way that best fits their priorities and objectives.”

Robert L. Javens

To learn more about the professional history of Robert Javens Financial Advisor, please visit FINRA's BrokerCheck

This communication is strictly intended for individuals residing in the states of PA, VA, MO, NV, OH, MD, WV, NY, FL, and NC. No offers may be made or accepted from any resident outside the specific states referenced.

IMPORTANT CONSUMER INFORMATION

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA/SIPC. www.finra.org and www.sipc.org. WFS is separately owned and other entities and/or marketing names, products, or services referenced here are independent of WFS.

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