Document not found! Please try again

Our History Retirement & Security

Report 3 Downloads 336 Views
Retirement & Security There is no question that retirement comes with its own unique set of challenges. At Key Advisors Group, we strive to use our experience, skill, and thorough understanding of your needs to build a portfolio that has the highest likelihood of helping you face these challenges with success.

Our History Seeking the Key to Growth and Protection

Eddie Ghabour and Doug Ferris founded Key Advisors Group, LLC. to personally serve their clients. Over the years Key Advisors Group has attracted great talent and currently has over 60 years of combined experience. Our independence provides us the ability to develop new and innovative ways to keep your money working for you and your family as long as possible. Through the establishment, implementation and monitoring of our client plans, our representatives help clients protect their families and businesses, reduce their tax liability, and work toward achieving their investment goals and objectives.

“Seeking the Key to Growth and Protection”

33718 Wescoats Road, Suite C Lewes, Delaware, 19958 Phone: 302.645.4530

31-1 Salsbury Road, Dover, Delaware, 19970 Phone: 302.735.9909

www.keyadvisorsgroupllc.com

Your Partner for Success To ensure we develop the most effective plan, we work with you and your other advisors to assess and analyze your current situation. We listen to your future desires and once we have a clear understanding of where you are and where you want to be, we consult with selected members of our team to develop a coordinated plan designed to help you work towards achieving your goals and objectives.

We’ve built our reputation by providing quality service to retirees, individuals approaching retirement and businesses. We believe that our continued success depends on our proven ability to provide practical, cost efficient, and customized solutions to our clients’ needs.

With our team of experts managing your portfolio, you can spend less time worrying and more time enjoying the life you’ ve earned.

At Key Advisors Group LLC, we have made a commitment to excellence in everything we do. Our goal is to exceed our client’s expectations at all times.

Disciplined Process Independence & Objectivity Key Advisors Group LLC is an independent financial advisory company that focuses on providing customized retirement planning strategies that are designed to work towards meeting each client’s specific goals. Our advisors specialize in assisting retirees, individuals approaching retirement, and business owners who are working towards a sound financial future.

Experience & Skill When you choose our financial planning services, you benefit by obtaining comprehensive advice from a team of highly qualified professionals - individuals with vast experience in addressing your particular financial needs.

Phase I: Discovery We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you. Phase II: Strategy The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success. Phase III: Implementation The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase IV: Monitoring and Adjusting We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.

DISCOVERY

STRATEGY

Our Process MONITORING & ADJUSTING

IMPLEMENTATION

Key Advisors Group LLC is a branch office of, and securities offered through, WFG Investments, Inc., member FINRA and SIPC. Eddie Ghabour is an Investment Advisor Representative who offers investment advisory services through WFG Advisors, LP. Doug Ferris, Joseph Ghabour, Michael Redmond are Registered Representatives of WFG Investments, Inc. (WFG and an Investment Advisor Representative of WFG Advisors, LP, a Registered Investment Advisor.)