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Eat A Colorful Plate

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Like some children, I was a picky eater. When I was 5 years old, my grandmother used to say to me, "You've got too much brown on that plate. Eat a more colorful plate. Wouldn't it be better to eat some yellow, green, red or blue?" It was better. She wanted me to grow up healthy. Her language, experience, and guidance helped me understand and take action to move toward a better life.  

It starts, continues, and ends with what is important to you. I ask questions and listen.  We work together to develop a financial map to where you are headed and where you want to go.  I use plain language, stories, and pictures to help you understand and make good decisions about your financial options.  You feel more confident about your decisions and direction. Reaching your financial goals is my priority.

Find a financial advisor who listens and talks with you in words you understand. Seek someone with heart, wisdom, excellence, ethics, and your interests ahead of their own. Your financial health can be stronger and more flexible if you look at both the small details and the big picture. Prioritize and balance your values, dreams, and goals using a wise mixture of strategies, products, ideas, and techniques.

My grandmother was teaching me the lifetime benefits of diversification. You too can eat a colorful financial plate. Don't let years go by, too many choices, or complicated words keep you from a financial life which matches your values.

                                                                                  Kent Copeland

This award was issued on 7/1/24 by Five Star Professional (FSP) for the time period 10/10/23 through 4/30/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1907 Greater Texas-area wealth managers were considered for the award; 94 (5% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2,757, 90, 3.3%, 7/1/23, 10/10/22 - 5/5/23; 2022: 2,649, 82, 3%.
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Diversification helps you spread risk throughout your portfolio, so investments that do poorly may be balanced by others that do relatively better. Diversification does not assure a profit and does not protect against loss in declining markets. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc. All rights reserved.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award winners may pay for marketing tools, including this advertisement. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future.