| Investments |
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Your Conover adviser is available to discuss your financial objectives and to make recommendations tailored to your specific goals.
All your investment needs can be handled conveniently with a full range of choices including: |
- Stocks and bonds
- Mutual funds
- Annuities
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| Retirement Planning |
Conover provides a comprehensive team approach to retirement planning with a focus on protection of future purchasing power.
Certified Financial Planers will help you build a secure, comfortable retirement by: |
- Analyzing exisiting benefits
- Identifying additional future needs
- Recommending appropriate retirement investments
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| Estate Planning |
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The Certified Financial Planners at Conover assist you in developing the estate plan that fulfills your wishes while addressing your individual circumstances. Our role is to construct a plan that provides for the orderly and efficient transfer of assets and reduces estate taxes.
Working in concert with your attorney, your planner ensures that your estate includes appropriate documents such as guardianships, powers of attorney, trusts and living wills.
Created with concern and confidentiality, your entire plan is reviewed periodically throughout your lifetime.
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| Registered Reps |
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Conover's personnel are dedicated to providing the very best independent investment advice for its representatives.
Conover Registered Representatives:
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- Are given comprehensive training.
- Have the tools to offer the highest quality independent investment advice.
- Are not required to fill quotas, sales goals, or specific products.
- Are truly independent.
- Know the value of education for their clients.
- Recommend investments best suited to client's risk tolerance.
- Make certain that their clients know and fully understand the risks and benefits of each investment.
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