How a Holistic View Benefits Clients Financially By Cindy Couyoumjian

1. How a Holistic View
Benefits Clients
Financially
Cindy Couyoumjian

2. While the economy continues to struggle, though
recovery is projected, investors are understandably
concerned with how their funds are managed and what
steps are being taken to ensure investments are made
with the best interest of the client in mind, not merely
the best interest of the investment firm. Using a holistic
view of wealth management, Cinergy Financial’s
client-centric vision aims to advise and customize
investment plans to meet individual needs.

3. This view benefits clients by requiring investment staff
to serve as advisors first and brokers second. Advisors
must listen carefully to the client’s preferences,
resources, and what type of future they wish to
achieve. While some clients are hoping to prepare for a
comfortable retirement, others are planning for their
children’s future with educational funds or inheritance.
Putting the client first means advisors must be as
familiar as possible with all available options and
accept the client’s choices, regardless whether it proves
profitable to the advisor’s firm.

4. About Cynthia M. Couyoumjian: Cindy Couyoumjian,
registered principal offering securities and advisory
services through Independent Financial Group LLC
(IFG), is a registered broker-dealer and investment
advisor, member FINRA/SIPC. Cindy serves as CEO
of Cinergy Financial, earning numerous recognition
and awards for ethics, client service, and success.
Cinergy Financial and IFG are unaffiliated entities.