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Take control of your financial life and focus on the goals that matter to you most. With the help of your Prudential Financial Planner, you'll develop a practical plan that is custom-fit to your family's needs. You and your Financial Planner will:
Step #1:  Identify Your Goals
This involves getting to know what you care about and what you'd like to achieve.

Step #2:  Understand Your Financial Situation
You'll identify your financial resources and expenses.

Step #3:  Analyze and Review Your Results
Together, you'll develop your financial plan.

Step #4:  Discuss Your Recommendations
Discuss your plan and priorities.

Step #5:  Act on Your Recommendations
Implement your financial plan however you choose to, with the financial services professional of your choice.

Step #6:  Review Your Progress
You and your Financial Planner will check in periodically to help you stay on track.
You can rely on your Financial Planner as a trusted resource—and on your Financial Plan as an invaluable roadmap—to help you reach your financial goals.

IFS-A114294  Ed. 09/2007
 
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Investment advisory services offered through Prudential Financial Planning services, a division of Pruco Securities, LLC. Securities offered through Pruco Securities, LLC, a Prudential Financial company and member SIPC.

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Securities products and services are offered through: Pruco Securities, LLC, and Prudential Investment Management Services, LLC, both members SIPC and located in Newark, NJ, or Prudential Annuities Distributors, Inc., located in Shelton, CT. All are Prudential Financial companies. PRU, Prudential, Prudential Financial, the Rock logo and the Rock Prudential logo are registered service marks of The Prudential Insurance Company of America and its affiliates. Site for U.S. persons only.

Prudential Financial, its affiliates, and their licensed financial professionals do not render tax or legal advice. Please consult with your tax and legal advisors regarding your personal circumstances.

Securities and Insurance Products:
Not Insured by FDIC or any Federal Government Agency May Lose Value Not a Deposit of or Guaranteed by the Bank or any Bank Affiliate

Template:
IFS-A125824 Ed. 11/2007


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