PLAN
Taking action can build confidence. And that’s what we do best. We help you put your financials in order with a solid wealth management plan as the foundation. A plan that is yours alone – based on where you are now, where you want to go and how you want to live.
At all times, we will serve you with the utmost honesty and integrity, using our multitude of resources to make the best possible recommendations regarding your financial situation – consistently striving to provide the best client support for you.
Some distinguishing characteristics of our work include:
A formal investment plan to determine your current position and to provide goals that we will strive to achieve.
Money management strategies that focus on managing risk, using point-and-figure charting and relative strength, with the underlying theme to help preserve client assets during volatile markets.
Daily review of your stock portfolio with no bias toward a specific asset class or style.
Willingness to go to cash when our indicators suggest that the risk level in the market is too high.
Regular reviews to address any changes in your needs, assess the financial markets and recommend changes for your approval.
Diversification and strategic asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future results. Investing always involves risk and you may incur a profit or loss. No investment strategy can guarantee success.
Point & Figure charting illustrates the movement of a security or index.
Relative strength, a momentum investing technique, compares the performance of a stock, exchange-traded fund (ETF) or mutual fund to performance of the overall market, to create recommendations for investments.
TRUTH
After our discovery meeting, we’ll present you with your Total Client Profile based on personal conversations and practical solutions.
See how our thoughtful approach helps us understand clients and do what’s
right for each of them.
The Pastor Financial Group
909 Poydras St. #1240
New Orleans, LA 70112
Phone: 504-309-3994
Fax: 504-766-0319
Toll Free: 1-833-909-2619
With longtime client relationships spanning several decades, The Pastor Financial Group has proved able to help beyond investing money – but rather to help you use your money to enjoy your life. Since 1989, our lead advisor, Renée Pastor, has concentrated on providing quality financial and investment advice to individuals who have reasonable long-term goals and who share the team’s philosophy toward the financial markets.
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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Investment advisory services provided by NewEdge Advisors, LLC doing business as The Pastor Financial Group as a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.
NewEdge Advisors, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC unless a client service agreement is in place.