(I-Newswire) November 4, 2009 - Trendline Financial Solutions
September 22, 2009
Press Release
Trendline Financial Solutions is a Financial Planner Firm offering Financial Planning and Investment Management with offices in Southold and West Hempstead, NY
Trendline Financial Solutions is pleased to announce its opening as a Personal Financial Planning practice servicing families and individuals on Long Island. Trendline has offices in Southold, Great Neck and West Hempstead.
Trendline Financial Solutions is headed by Peter B. Owen, whose experience in the financial services industry stretches for more than 30 representing Bankers Trust Company and then JPMorgan Chase Bank as Trustee of Fortune 500 corporate pension and 401K plans. Trendline provides comprehensive financial planning expertise in a variety of areas, including retirement planning strategies, insurance planning, investment planning, tax planning and preparation, college funding advice, a cash flow spending plan, estate planning, personalized comprehensive financial planning; and can also offer a second opinion on investments or current financial plans. For client’s requesting Investment Management, Trendline’s process includes analysis of the client’s current portfolio, designing of an optimal portfolio, development of a disciplined investment strategy and policy, assistance in implementation, quarterely reviewing of the portfolio.
“We value the trust and relationships that we develop with our clients,” Owen said. “That trust is the foundation of the philosophy of our Personal Financial Planning Practice.”
Trendline believes that trust can only come if there is no conflict of interest with the client. Trendline will never accept referral fees nor charge any commissions for any advice or products they may recommend. “By not accepting referral fees or commissions, clients can be assured that our advice and counsel is based upon our expertise and not which product will produce the best income for us,” Owen stated.
New clients can expect a free introductory meeting so they can get comfortable with Trendline’s capabilities and process. Clients will receive thorough analysis and advice tailored to their situation, clear written plans and explanations, follow up and implementation of plans, as well as quarterly reviews.”We offer ongoing personal service 24/7,” Owen said. “We are here to assist clients in any financial matter, anytime of the day.”
Trendline is not affiliated with any other providers of financial services or products. They offer objective financial advice that can only be provided by “Fee-Only” financial advisors.
Contact:
Peter B. Owen
1675 Cedar Beach Road, Southold, NY 11971
223 Parker Avenue, West Hempstead, NY 11552
21 West Mill Drive, Great Neck, NY 11021
Phone: (516)317-2860
Email: info@trendlinefinancialsolutions————–
or peter@trendlinefinancialsolutions.com
Website : trendlinefinancialsolutions.com
Trendline has Financial Planning and Investment Management offices in Southold, Great Neck and West Hempstead, serving all of Nassau County, Suffolk County and Queens County. Convenient access for Financial Planning clients in Garden City, Rockville Centre, Manhassett, Port Washington, Mattituck, Greenport, Jamesport
About Trendline Financial Solutions:
Peter B. Owen, ChFC, CLU, FLMI, CRSP, CISP
Peter B. Owen founded Trendline Financial Solutions in order to meet a demand he has seen for many years. “I believe the overwhelming amount of financial information available, combined with an increasing number of individuals holding themselves out as financial advisors has actually confused the consumer. True financial planning requires a professional who has obtained the necessary academic education and professional credentials to be fluent in all areas of financial planning: Retirement, Investments, Insurance, Education Funding, Taxes, Estate Planning, & Employee Benefits, without being biased by attempting to sell products to the clients.”
“Professionally, I believe in two things. First, I believe in providing service to my clients in a way that I would want to be served – with an emphasis on their concerns and problems. What I enjoy most about my job is the ability to get to know my clients; developing relationships that allow me to guide them through their financial lives.”
“Second, I believe every person has a right to competent, objective financial advice at a fair price. Since I sell no financial products, all conflicts of interest regarding compensation are removed. I choose to offer my services on a Fee-Only, as-needed basis for all financial questions, big and small. There are no income or net worth minimums to meet in order to become a client, nor are there any long-term commitments by the client – services are as needed and requested.”
Trendline Financial Solutions also works with individuals who may have never used a financial planner or who desire a second opinion regarding a financial decision.
Peter has been in the Financial Services industry for over 30 years. For the past 21 years, Peter represented Bankers Trust Company and then JPMorgan Chase Bank as Trustee of Fortune 500 corporate pension and 401k plans. Such position included major exposure to or responsibility for Plan Design, Trust Investments, Performance Measurement, Securities Lending, Security Custody and Administration for these Plans.
His Professional Designations, noted by the Initials after his name, include:
Chartered Financial Consultant (Financial Planning) – American College
Chartered Life Underwriter (Insurance Planning) – American College
Fellow Life Management Institute (Insurance Planning) – Life Office Management Association
Certified Retirement Services Specialist (Retirement Planning) – American Bankers Association
Certified IRA Services Specialist (IRAs) – American Bankers Association
Peter received his BA in Economics from Fairfield University in Connecticut.
Anyone who is interested may request an initial “Get Acquainted” meeting, at no charge, to ensure the right fit for their needs. Peter feels strongly that a relationship with your financial planner should be chosen as carefully as other personal caregivers in your life. You are invited to call you may need assistance, whether you need a comprehensive financial plan, a financial check-up, investment advice, or a specific financial question answered.
Trendline Financial Solutions is not registered with the U.S. Securities and Exchange Commission (not necessary due to less than $25 million of assets under management). Rather, the Firm is registered ( IARD # 150378) with the New York State Attorney General’s Office as required by Law.
Trendline Financial Solutions is a Financial Planner Firm offering Financial Planning and Investment Management with offices in Southold, Great Neck and West Hempstead, NY
Company Contact Information
Trendline Financial Solutions
Peter Owen
223 Parker Avenue
11552
Phone : 516 317 2860
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