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Home > 2014 > October

Monthly Archives: October 2014

CAPE Fear: Valuation Ratios and Market Timing – Oct. 2014

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Client Relationship Summary
Understand how working with an investment advisor is substantially different from a broker-dealer representative, and identifies key ways we may differ from other investment advisory firms that you may consider. Form CRS
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Professional Financial Strategies, Inc. is an independent investment advisor registered with the Securities and Exchange Commission. We are fiduciaries with a duty of loyalty and care to act in your best interest. This document expands upon Form CRS and describes our services and fees in greater detail, and discloses about how our interests may conflict with yours, since this can affect the investment advice that we provide you. You may download a copy here.

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Professional Financial engages Certified Financial Planner^®professionals to provide competent personal advisory services in compliance with CFP^®stringent practice standards and fiduciary code of conduct.
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