Financial Services

We have found that many corporations and affluent individuals take a planning approach to long-term financial decisions. However, when it comes to investments they find that they are left with a transactional approach because investment options are spread among stockbrokers, bankers, and other investment resources. We believe that many of these institutions compete to maximize money under management, but we find that many institutions may not take responsibility for comprehensive planning. With so much at stake, we believe that it makes more sense for corporations and affluent individuals to achieve an integrated planning approach, tying various strategies into one comprehensive plan.

PartnersFinancial supports this integrated approach in several ways. Because Member Firms advise clients on a wide range of insurance and benefits issues, this can allow you to analyze investment decisions in the context of other planning and product decisions. And, because our “CFP, Inc.” professionals can link client planning data with the firm’s access to sophisticated economic, investment, and money management analytical resources, you can get sound advice.

There are no warranties implied. Financial Asset Managers, LLC is a registered investment adviser located in Salem, OR. The principal owner is CFP, Inc. [CFP, Inc. is not affiliated with the Certified Financial Planner Board of Standards, Inc.; CFP, Inc is not a Certified Financial Planner, CFP, Inc. does not hold the professional designation of CFP.] Financial Asset Managers, LLC (hereinafter “FAML”) may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. FAML’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of FAML’s web site on the Internet should not be construed by any consumer and/or prospective client as FAML’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by FAML with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of FAML, please contact the state securities regulators for those states in which FAML maintains a registration filing. A copy of FAML’s current written disclosure statement discussing FAML’s business operations, services, and fees is available at the SEC’s investment adviser public information website – or from FAML upon written request. FAML does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to FAML’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through CFP, Inc. and individually licensed and appointed insurance agents. Financial Asset Managers, LLC Form ADV Part 2A is available upon request.

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