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Matt
Charlotte
REGISTERED WITH THE STATE OF TEXAS
Money Methods is a locally owned and operated Investment Advisor, registered with the State of Texas, located in Amarillo, TX. Since 1985, Money Methods has been blessed with the opportunity to serve the families of West Texas and beyond. At Money Methods, we believe that we live in a world of financial chaos: market volatility, information overload, and unlimited financial products from which to choose. We’ve also witnessed financial scandals that have had a dramatic negative impact on the wealth of many people, not to mention threats to our national security.
While personal finance is supposed to be a logical process based on sound analytical principals, many people have found it difficult to maintain composure during these turbulent times. As a result, many people make decisions that run completely counter to their best interest.
Adding to the problem is the fact that many so called “advisors” are actually product salesman in disguise. They offer free advice in the hopes of a product sale. Or worse, they provide investors with voluminous reports that don't simplify the process, but rather create even more confusion and feelings of uncertainty. Simply put...
Traditional Financial Planning has failed. It is not a solution, but rather a part of the problem.
Our mission is to serve not as your broker, or your insurance agent, or even your planner. Our mission is to serve as Your Coach. To first learn what must happen to live your life without any regret, to evaluate your strengths and weaknesses, and to guide you to implement a plan for achieving your stated objectives.
Member of Amarillo's Better Business Bureau
IF YOU ARE A RESIDENT OF THE STATE OF TEXAS, WE INVITE YOU TO ORDER A COMPLIMENTARY COPY OF:
THE INVESTOR AWARENESS GUIDE AND
THE SEVEN DEADLY INVESTOR TRAPS AUDIO CD.
TO ORDER, SEND AN EMAIL OR CALL.
or call: 806-353-8782
ACM Money Methods, Ltd. is registered as an investment advisor with the state of Texas. If you do not reside within the state of Texas, please contact ACM Money Methods, Ltd. to determine if services are available to you.
There are no guarantees that are expressed or implied. All content is strictly for informational purposes only. Much effort is made to verify the accuracy of any information given, but there is no guarantee as to the accuracy of this information.
This is not an offer of sale of securities. All investing involves risks and costs. Your coach can provide you with more information about the risks and costs associated with specific programs. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, assure profit, or protect against loss.
To request a copy of ACM Money Methods, Ltd.'s privacy policy, please contact Money Methods at 806-353-8782.
In addition to her role at ACM Money Methods, Ltd., Charlotte Adams acts as a registered representative of Summit Alliance Securities, Member FINRA/SIPC. As a result, securities may be offered through Summit Alliance Securities LLC., Member FINRA/SIPC. Summit Alliance Securities LLC. is not affiliated with ACM Money Methods, Ltd.
