The Client Experience
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The Client Experience

11/26/2017

Guest(s): Christine Robinette

The Client Experience

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Anyone can call him or herself a “financial planner” but only a few offer holistic financial planning guidance based on your specific goals, objectives, time frames, family responsibilities, tax brackets and risk tolerance level. As an investment client, you must know the difference between the two.

If you are not getting this type of guidance from your current investment source, tune in to hear from our special guest, Christine Robinette, Fragasso’s own, on-staff, client experience and strategic planning implementation manager.

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The Client Experience

The term “The Client Experience” is a trendy phrase. You hear this phrase in all industries, such as coffee shops, car dealerships, tech companies and financial planning companies. This term conjures up thoughts of being in the moment or self indulgent experiences, like a spa visit. In fact, the definition of “experience” is an event or occurrence that leaves an impression on someone.

Investing in mutual funds involves risk, including possible loss of principal. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Investing in mutual funds involves risk, including possible loss of principal. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply. No strategy assures success or protects against loss.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Asset allocation does not protect against market risk. Stock investing involves risk including loss of principal. You cannot invest directly into an index. Stock investing involves risk, including loss of principal.

Find out how our approach can help you pursue your financial goals!

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