Connors Wealth Management Information

Connors Wealth Management is a full-service, independent, financial planning and investment management firm headquartered in Cocoa Beach, Florida. Every Relationship begins with a Discovery Process. A Wealth Plan is created to understand the investor's financial landscape and determine an investment return needed to attain goals. Using Riskalyze (cutting edge portfolio risk management software) to identify the investor's risk profile, the team then develops a custom portfolio using a "bucket strategy" approach, which matches a goal and time frame with each investment account, focusing on a sustainable retirement for each client. -Financial Planning -Investment Management -Life & Long-Term Care Insurance Transparency in Stock Portfolio Investments -Remove Investment Fund Expenses -Clarify What You Have Invested -Dynamic Online Portal: Performance Reporting, Financial Planning, Portfolio Risk Management Unique Service & Communication Model: -Custom Weekly Market Commentary -Monthly Advisory Letter & Portfolio Updates -Personal Phone Call from team every 30 days -Face-to-Face Quarterly Reviews -Client Appreciation & Educational Events throughout the year Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Connors Wealth Management are not affiliated.