Welcome to CSL Financial Group
Let us begin by saying that this is a place where our clients can express their thoughts about the world’s fiscal crisis, currency devaluation, or our giant budget deficit, without being shunned by their financial advisor. Our company was founded with the Idea that not all investment firms are alike, just like not all investors are alike. Individuals should take the time to find a company that fits who they are and what they believe. We believe that it is important for all investors to empower themselves with different views on investing and markets and find an advisor that is willing to listen to his/her ideas on investing. We believe that the Fiscal Crisis and the Demographics Crisis are upon us and this Firm was built with the intention to help families Invest in a way that will address this concern.
2009 Full Service Investor Satisfaction Study
In the recent J.D. Power & Associates 2009 Full Service Investor Satisfaction Study, LPL Financial advisors earned the No. 1 ranking in the key category of "Client Satisfaction with Advisors." We are proud of this distinguished honor because we work hard to make sure that your financial goals are always our number one priority.
Our practice is backed by the resources of LPL Financial, the nation's largest independent broker/dealer* which provides us with access to unbiased research and a wide selection of nonproprietary investment options. Even though we receive this powerful support, we are independent. This independence allows us to serve your needs first, above any corporate mandates. Read More.
*According to Financial Planning magazine, June 1996-2009, based on total revenue. This information was prepared by LPL Financial. .
What makes us different from other Investment planners and wealth advisors?
We are not stubborn or stuck. We are not selling something. We are an investment consulting firm, we find investments. We don't care what everyone else is doing, in fact, we prefer to not roll with the herd. We are not scared to tell the truth. For example, if we think U.S. stocks are poised for a 10 year run, we will let you know. We are not bulls or bears, we're not perma-anything. We are focused on finding wealth builders. We own stocks in every major nation in the world including the U.S.
What opportunities do we see right now?
Asia, the population growth, rising middle class, peak spending patterns, and the industrialization throughout this region, we feel is very bullish. Accumulating shares in Asian companies is something we favor. We believe there is upside potential for Asian companies to increase market share. Currently China's currency is pegged to the U.S. dollar and if that link is to ever end then the purchasing power for these nations could increase dramatically and you could see an Asian middle class over night that may be self sustaining. Disclosure: International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.