Trust

Integrity

Service

Client Profile

PROSPECTIVE CLIENTS often decide they like what they hear or read about Golden Circle Financial Group, LLC, but are uncertain whether they fit our ‘client profile’. If you have that question, here are some guidelines that may help give you an answer. Our clients usually exhibit most of the following characteristics: 

	• Place high value on relationships with family and community.
	• Serious about achieving financial success.
	• Open to professional help with their investments.
	• Mature, realistic and open-minded.
	• Successful in a career or business.
	• Have significant funds to invest, such as proceeds from retirement, a company severance    package, inheritance, sale of a business or major asset, or an insurance settlement.

FEEL FREE TO CONTACT US about your individual and family circumstances. We will be pleased with the opportunity to answer your questions! In fact, we believe the harder you look, the more refreshing you will find our approach to business and relationship-building to be.

Golden Circle Financial Group, LLC 3223 S. Loop 289, Suite 310 Lubbock, TX 79423 800-658-6589 806-793-7930 E-Mail: jhollon@swsfinancial.com

Securities Offered Through: SWS Financial Services Member FINRA/SIPC 3223 S Loop 289, Suite 310 Lubbock, TX 79423 Member FINRA/SIPC