ARE YOUR TSA OR IRA DOLLARS INVESTED IN
LOADED MUTUAL FUNDS or VARIABLE ANNUITIES?

(Probably YES!)

Please, take the time to discover the many benefits of fee based advised mutual fund portfolios. All without the conflicts of front end SALES LOADS / SALES COMMISSIONS using mutual fund families such as:

Vanguard, Fidelity and T. Rowe Price

It’s your money, make the intelligent decision to educate yourself! Call for more information: 1-800-365-8884 or visit our web-site: www.telesisfinancial.com


TELESIS FINANCIAL
Thomas Boles, MBA, RFC
has been serving San Diego for over 12 years


 

 


He can be reached at his office at:
409 Camino Del Rio S. #308
San Diego, CA 92108

Investors should consider the investing objectives, risks, and charges carefully before investing. The prospectus contains this and other information about the funds. You can obtain a prospectus directly from Thomas Boles at Telesis Financial or you can directly contact the companies at the following phone numbers;

Vanguard at 800-662-7447; Fidelity at 800-343-3548: T. Rowe Price at 800-638-5660. The prospectus should be read carefully before sending or investing money.

Since no one investment program is suitable for all types of investors, this flyer is provided for informational purposes only. A client’s investment objectives, risk tolerance, and liquidity needs must be reviewed before suitable recommendations can be made. For a copy of Multi-Financial Securities’ ADV part 2, which describes the advisory program, charges, fees and expenses, please request one from Thomas Boles by writing or calling the above address or phone.


Preferred Asset Management is a fee based asset management account Securities and advisory services offered through Multi-Financial Securities Corp .Member FINRA/SIPC
Multi-Financial Securities, Inc. is unaffiliated with TELESIS FINANCIAL