The value of a financial professional

We believe the guidance of a financial professional is essential to successful financial planning. That’s why the American Funds are sold through these professionals.

How to prepare for a meeting with your financial professional

Financial professionals can provide many valuable services. They can help you:

  • Assess your financial goals, investment time frame and tolerance for risk, and monitor them over time
  • Allocate your assets according to your financial situation
  • Analyze the risks and potential rewards of various investments
  • Understand the value of a long-term investment perspective and a diversified asset mix
  • Take advantage of the many services we offer

In addition, financial professionals may provide support and guidance during difficult times, such as market downturns, political turmoil, wide interest rate or currency fluctuations and times of personal financial stress.

If you don’t have one, please contact us for a referral to one in your area.

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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
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Capital Client Group, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.