Foord, Van Bruggen, Ebersole & Pajak

The Process

The Discovery Process
We need to discover what is important to you in order for us to help you

The Red Dot
Only by defining where you are today can you best decide where your future will lead

The Strategy Filter
We will present you with ideas that are tailored to your needs

The Fulfillment Plan
On a map, X marks the spot of where you want to be in the future. We will help you find that spot

The On-Track monitor
We make sure you stay your course by monitoring your progress

Sample Financial Advisory Agreement Disclosure Information
Securities offered through Financial Telesis, Inc.
A registered broker/dealer. Member FINRA (Financial Industry Regulation Authority) & SIPC.
Investment advice offered through Foord Van Bruggen Ebersole & Pajak Financial Services
A registered investment advisor.