Tuesday, September 18, 2018
 
(713) 984-8044
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Tele: (713) 984-8044
Fax: (713) 984-8048
5225 Katy Freeway suite 430
Houston, TX 77007

   
Keeping an Eye On Your Horizon Minimize

Annual Review and Fine Tuning

  • Assess the performance of implemented strategies and make adjustments that may be appropriate based on changes in market conditions or in your own personal circumstances.
  • Provide an annual meeting with other advisors you invite to review your next (one year) goals – outlining what would make you happy with your progress.

The SMART Group Houston plan will be uniquely customized for you and will contain proprietary strategies developed by SMART Group or its suppliers. Partial implementation may not produce desired results.

Securities and investment advisory services offered through World Equity Group, Inc., member FINRA and SIPC, a Registered Investment Adviser
 
A Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative may only solicit, offer and sell securities and/or investment advisory services in a particular state after satisfying the licensing and qualification requirements of that state. 
 
States require Broker/Dealers, Registered Investment Advisers and their licensed representatives to disclose to individuals the states in which they are licensed to conduct business and to limit access to financial products and services offered by them to only those individuals in those states. 
 
World Equity Group, Inc. is licensed to conduct securities and investment advisory business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands.
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