OUR SERVICES | Overview

Before we work with you to implement a financial program, we take the time to understand your goals, needs, challenges, and attitudes. Your money cannot serve you effectively if we advocate a course of action that you feel uncomfortable with. By actively participating in the planning process, you retain control each step of the way.

After we have assessed your needs and goals, we will suggest a mix of investment products to best serve you. Because we are an independent financial company, we have the advantage of offering you access to a wider variety of products than many bigger Wall Street firms.

After we implement your investment program, we at Factius Financial Strategies will continue to monitor your investments' performance and consult with you regularly to ensure the program continues to reflect your current circumstances and aims.

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This communication strictly intended for individuals residing in the states of AZ,CA,CO,CT,DE,FL,GA,MD,NC,NJ,NM,NY,PA,SC,TN,TX,VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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