Business Owners & Professionals Are you focused on protecting your future? You need a financial professional whose analytical and interpersonal skills can help you balance your personal and professional goals as you plan for your future. ~ Bob Sechrist About Bob Sechrist, CFP®, CRPS® MBA, CLTC Bob Sechrist, Certified Financial Planner™ practitioner, works with affluent individuals and businesses to help them identify and achieve their financial objectives. Bob earned a Bachelor of Science degree in electrical engineering from Gannon University and a Master of Business Administration degree from Kent State University. As a Chartered Retirement Plans SpecialistSM designee, Bob can help business owners establish and maintain an efficient retirement plan and ensure regular compliance within plan rules. His professional experience and background enables him to specialize in working with technical professionals and business owners and help them make financial decisions based on their unique needs and interests. Bob is a member of the Financial Planning Association, Financial Services Institute, and the Lawrence Rotary Club. Sechrist Financial Services 401 Andover Street North Andover, Massachusetts 01845 Ph: 866.529.2100 www.sechristfinancial.com Sechrist Financial Services Sophisticated Advice with Balanced Insight An Independent Firm Focused on You Sechrist Financial Services is an independent financial services firm that believes financial guidance should be delivered with the individualized attention you deserve. We tailor financial plans to each individual as we keep your best interests in mind. We will partner with you to develop a financial plan that reflects your financial and retirement goals. Retirement Planning We listen closely and believe no detail should be left uncovered as we focus on understanding the fine print of your financial goals. We know your family and career keep you busy, and you need sophisticated advice to formulate a comprehensive strategy best suited to your unique needs that may include recommendations for estate planning, wills and long term health care. Investment Planning We take your investment planning seriously and will guide you each step of the way, assisting with asset allocation and investment selections that make the most sense for you. We are committed to regularly monitoring and communicating investment results with you. Business Planning You need expert advice and guidance that can help you develop the right plan for your future and the future of your business. We will provide sophisticated planning solutions for your business including qualified retirement plans, succession planning, buy/sell agreement review, risk management, and non-qualified executive benefits. We are here to work with you and help you protect the ones you love. We believe a little forethought now can reap big rewards later and your estate planning should be based on careful consideration and expert guidance. Is it time for a relationship you can trust to help you meet your financial and retirement goals?