FINANCIAL CONSULTANTS
If you looked at your financial landscape right now,
would you be pleased with
what you'd see?
Because the view of your financial horizon
depends largely on the
decisions you make today.
[
Window to Your Financial Future |
Services |
Products ]
[
Our Views - five fundamental principles ]
[
About Your Broker ]
- Olde Economie Financial Consultants, Ltd. is a full-service financial consulting
firm that offers you a window to a well-planned, secure financial future.
- We provide an integrated, seamless approach to meeting all of your financial,
investment, insurance,
tax planning and asset management needs. Whether your goal is to build assets, achieve
financial independence or plan for passing your wealth to the next generation, we can
outline a strategic plan according to your specific financial objectives.
- As a Registered Investment Advisor (RIA) with the Securities and Exchange
Commission (SEC), Olde Economie Financial Consultants not only identifies your needs
and helps you evaluate the investments or
services that fit your overall financial plan, but we can execute your instructions as well.
- When we meet with you, we want to get a thorough understanding of your financial
situation. We consider many variables--your age; your spouse's age; your accumulated
wealth; your anticipated income; the ages of your children; your short-term and long-term
goals--as we create a financial services and products package for you.
- When necessary, our staff of talented professionals draws on a network of
experienced, qualified accountants, attorneys, actuaries, Certified Financial Planners and
other experts who work with us as a team to find solutions to complicated situations.
- Through our sister corporation--
Olde Economie Risk Management, Inc.--we offer a
customized risk
management plan and a comprehensive family of insurance products to help you manage
your particular financial risks and protect yourself and your loved ones from financially
devastating occurrences.
- Olde Economie Financial Consultants is a registered Broker/Dealer with the SEC
and the Pennsylvania Securities Commission. We also are a member of the National
Association of Securities Dealers (NASD), Municipal Securities Rulemaking Board
(MSRB), and the Securities Insurance Protection Corp. (SIPC). We have broad service
capabilities and offer a wide variety of financial products.
Financial Planning
The foundation
of all the services we offer. We work with you to develop a sound, comprehensive
financial plan which clarifies your direction, goals, risk tolerance and needs. Elements of
financial planning may include retirement, educational expense, investment and estate planning,
as well as tax planning and consultation.
Asset Management
A specialty
service in which we actively supervise your investments. Through
asset allocation among investments and market moves, as well as by continuously monitoring your
portfolios and market performance, we'll manage your investments
to maintain safety and preserve principal.
Qualified Plans
We can help you set up, implement, administer or change your IRA,
401(k) or other qualified retirement plan.
Stock, Bond, Mutual Fund, and LP
Purchasing and Sales
As a Broker/Dealer, we have access to a variety of recognized
investment vehicles and products rather than just one company's
name brand or family of investments. We can help you identify and
target the appropriate vehicles, funds or stocks for your needs and, as a
discount broker, pass the savings on to you when you trade through us.
Olde Economie Financial Consultants offers a broad spectrum of investment
vehicles, partnerships and risk coverage through Olde Economie Risk Management, Inc.
Through this team approach, we can meet almost any client requirement. Among the
products available are:
Bonds
both corporate and municipal
Stocks
all listed equities with discounted trading fees
Mutual Funds
including major national fund families and local or state funds
Variable Annuities
which are investment-based and tax-benefited
Variable Life Insurance Policies
which also are investment-based and tax-benefited
When looking for a financial
advisor, you have many criteria to consider. At Olde Economie Financial Consultants, our
approach to financial management is guided by five fundamental principles which define
how we serve our clients.
1. Comprehensive
We'll spend as much time with you as necessary to get a clear
picture of your unique requirements, then recommend the appropriate retirement, estate,
tax, investment, wealth accumulation, protection and educational planning and services.
2. Committed
We maintain and supervise an experienced network of
representatives and associates who are dedicated to our clients and the industry.
3. Competent
Our representatives keep up to date through continuing education
seminars and cross-discipline training. We then track their progress as a critical partof our
employee performance program.
Professionals whose skills are constantly refreshed derive more personal satisfaction from their
jobs and, as a result, ultimately provide better service to our clients.
4. Confidential
We practice strict confidence in handling your affairs. Ensuring the
privacy of your financial information is a professional trust and an ethical imperative.
5. Independent
We work for you. We are not a branch of a large investment or insurance
firm determined to meet a quota by selling our brand name invest- ment, regardless of your
needs. Being an independent broker/dealer means we meet your needs and provide the
products and services that fit your situation.
By following these core principles, we strive to create long-term partnerships with
our clients based on service, not on product.
Because your requirements are different from those of every other client, your
financial plan is unique as well. We never rely on "cookie cutter" plans. As your financial
advisor, we look at your entire financial picture so we can work in tandem with you to
design the right plan to make your assets work for you.
Unlike specialty stock brokers or insurance firms where you must coordinate the
services you think you need, we work with you to develop your initial plan, then monitor it
regularly once itŐs in place. We continue to grow our partnership with you by regular
follow-ups as we work together toward achieving your financial goals.
A Window of Opportunity
If you're ready to look out on your financial future, give us an opportunity to show
you what we can do for you. We think you'll like the view from our window.
About Your Broker
NASD Regulation offers a Public Disclosure Program which is intended to help investors
determine whether they wish to do business with an individual broker or firm. The Public
Disclosure Program provides an effective mechanism for investors to obtain information
about NASD member firms and associated persons.
You may access the Public Disclosure Program:
Online at
www.nasdr.com
or
call toll-free Hotline at 1-800-289-9999.
Olde Economie Financial Consultants, Ltd. and its associated persons believe that the NASD
Regulation Public Disclosure Program is an important investor protection service, a view
shared by Congress, the Securities Exchange Commission (SEC), and the
North American Securities Administrators Association (NASAA).
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511 State Street
Baden, PA
15005-1738
Phone: 724 - 869-7526
Fax: 724 - 869-3794
Toll Free: 800 - 727-6332
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