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Four Financial - Distinctive Guidance for Wealth Management

Offering clients the integrated services they need to prepare and plan for their families today and for future generations. Four Financial Management was created specifically for families like yours. Families that wish to preserve, protect, yet grow their assets. Your Dreams Our Mission. Your family is unique with specific dreams, desires, and aspirations. Our process begins with us understanding you. in order to make your dreams a reality. Distinctive Guidance for Wealth Management.

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Four Financial - Distinctive Guidance for Wealth Management | fourfinancial.com Reviews

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Offering clients the integrated services they need to prepare and plan for their families today and for future generations. Four Financial Management was created specifically for families like yours. Families that wish to preserve, protect, yet grow their assets. Your Dreams Our Mission. Your family is unique with specific dreams, desires, and aspirations. Our process begins with us understanding you. in order to make your dreams a reality. Distinctive Guidance for Wealth Management.

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Four Financial - Distinctive Guidance for Wealth Management | fourfinancial.com Reviews

https://fourfinancial.com

Offering clients the integrated services they need to prepare and plan for their families today and for future generations. Four Financial Management was created specifically for families like yours. Families that wish to preserve, protect, yet grow their assets. Your Dreams Our Mission. Your family is unique with specific dreams, desires, and aspirations. Our process begins with us understanding you. in order to make your dreams a reality. Distinctive Guidance for Wealth Management.

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fourfinancial.com

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About the Firm – Four Financial

http://fourfinancial.com/about-the-firm

Four Financial Management was founded in 2008 by four industry veterans with long tenures at a major brokerage firm. Our goal is to provide customized financial consulting that best suits the unique circumstances and objectives of our clients. In November of that year, in the depths of the Financial Crisis and economic uncertainty, the four principals walked away from generous retention packages to establish a new relationship with the independent broker/dealer. Our independence, your advantage. Our inde...

2

The Executive Team – Four Financial

http://fourfinancial.com/the-executive-team

Alan Brilliant, Principal and Managing Partner. As a managing partner of Four Financial Management, Alan brings 17 years of experience helping clients navigate the financial markets. He spends the majority of his time sharing his vision of how Four Financial Management may help families develop a comprehensive plan to strategically accomplish their life goals. Check the background of this investment professional on FINRA’s BrokerCheck. David Fransko, Principal and Managing Partner. David attended the Uni...

3

Our Approach – Four Financial

http://fourfinancial.com/our-approach

Our process starts with gaining a deep understanding of your financial perspectives and values. We make it our goal to anticipate your needs and take steps to make investment decisions that hold true to your best interests. Winning by Not Losing. Our Process at Work. Beta measures a portfolio’s volatility relative to its benchmark. A Beta greater than 1 suggests the portfolio has historically been more volatile than its benchmark. A Beta less than 1 suggests the portfolio has historically b...Standard De...

4

University Employees – Four Financial

http://fourfinancial.com/university-employees

Four Financial Management has the ability to assist you with your university-sponsored retirement plan. We have experience consulting on retirement plan assets for University of Michigan and Eastern Michigan University employees. What Four Financial Management can do when partnering with you on your employer-sponsored retirement plan. Identify your long-term financial goals and the steps needed to pursue them. Analyze the composition and balance of your existing portfolio.

5

Client Experience – Four Financial

http://fourfinancial.com/client-experience

Strategic collaboration and personalized support. Our expectation is the same as yours to be there for you, when you need us. Our firm specializes in creating unique strategies that address complex wealth management issues, such as minimizing tax implications, so you can effectively control the destination and purpose of your wealth. We strive to anticipate issues proactively, strategize for best results and, above all, are ever present and committed to your success. Exceptional Service and Communication.

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Four Financial - Distinctive Guidance for Wealth Management

Offering clients the integrated services they need to prepare and plan for their families today and for future generations. Four Financial Management was created specifically for families like yours. Families that wish to preserve, protect, yet grow their assets. Your Dreams Our Mission. Your family is unique with specific dreams, desires, and aspirations. Our process begins with us understanding you. in order to make your dreams a reality. Distinctive Guidance for Wealth Management.

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