1. Kurjian/Anastasio Financial Group
Our Client Contract With You
 We are relationship focused and committed to delivering personalized service,
sophisticated planning and customized investment solutions designed to assist our
clients pursue their financial goals.
 Our commitment to you is to listen to you and learn about your individual
financial goals. Help you understand that the best investment decisions are the
ones that are best suited for each individual client.
 What you can expect from us going forward:
 Regular contact and communication is the cornerstone of our relationship.
 You will have twenty four hour access to us. Our direct office numbers
are: Joe 248-932-8055 and Richard 248-932-8041. Our cell phone
numbers are: Joe 248-320-8937 and Richard 248-672-4707.
 A regularly scheduled review of your portfolio assets along with a
comprehensive review of your personal Risk Management needs, for
example, estate planning, tax planning strategies, insurance planning and
education planning.
 Why are we different?
 Our team believes and practices our core values of quality, integrity and
teamwork. Quality – the types of investments we utilize and our service
commitment to clients. Integrity – we always do what is in our client's best
interests and follow through on commitments. Teamwork - we work
together with our clients to help them achieve their goals.
 We request that you: notify us of any life changing events. Focus on long your
long term goals during short term market fluctuations. Be disciplined and stay
with your plan. Remain invested for the long term. Provide us with referrals that
may benefit from our services.
Investing is a journey with now as your starting point and your
financial goals as the final destination.