Linda Bullerman
Welcome!
I
hope you will find the site valuable enough to bookmark it as
one of your favorites. My advice is you take advantage of the
many features that I provide. My goal in providing this site is
to further your awareness of how my business works and the services
I provide.
From my site you can gather current quotes and news on individual
stocks and funds, maintain and update your own personal portfolio,
and send me any messages and or questions. Here you can stay up-to-date
on relevant financial topics through www.publictrade.com.
Thanks for being here! I appreciate your visit.
My
Philosophy
I
am a dedicated professional cultivating long term relationships
with my clients, based on mutual trust and a high level of communication.
Your peace of mind and financial independence is my ultimate goal.
My
Process
I
begin with the planning process - an in depth, personal consultation
to evaluate a client's goals and objectives. I listen carefully
to ascertain your concerns, your needs and fully understand your
financial situation. This is the first step in the Investment
Planning Process. For the complete process, please refer to the
following:
-
Identify your needs and objectives
- Gather
information
-
Analyze information
-
Develop a strategy
- Implement
the strategy
-
Provide for contingencies
-
Review your progress.
