Dear Valued Clients and Friends, As part of our holistic financial planning process, we help clients evaluate and resolve risks that may take their plans off course. Risks come in all shapes and sizes and may include property damage, liability, identity theft, health, disability, death and long-term care. In this issue, we focus on healthcare […]
It is such an honor and privilege to serve, guide and educate our clients through all the phases of their financial planning. We do this from a holistic, comprehensive perspective and feel it is vital to know our clients and help them achieve their financial goals. In this issue, we will focus on one of the most important concepts of […]
As a diverse wealth management group, The Bahnsen Group seeks to guide clients through all the phases of their financial needs, investments and all, but we do that in a context that is comprehensive and holistic. From tax efficiency to retirement planning to estate and legacy strategies to charitable impulses to asset protection – we really don’t see a way to be comprehensive and elite wealth advisors without incorporating all elements of […]
Readers of our Dividend Café know that we are an investment practice – a committed and proud one, at that – but as a diverse wealth management group, we are much more than an investment practice as well. Not only do we seek to guide our clients through all the phases of their financial needs, investments […]
The Bahnsen Group is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.