Working with Your Financial Advisor

Just as your life involves more than investments, so will your relationship with your Smith Barney Financial Advisor. It all starts with a conversation. You might want to grab a chair, because you'll be asked about your fondest aspirations for yourself and your family, your feelings about where you are and where you hope to be and, of course, your fears, and the things that might prevent you from getting what you want.

When used wisely, borrowing can be beneficial to your total wealth management. Investments held at Smith Barney are not FDIC insured, not bank guaranteed and may fluctuate in value including loss of principal.