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For Independent Women . . . For Greater Confidence In Your Planning and Investing Are you concerned that the bulk of your nest egg is subject to significant market risk and may not be invested in your best interest? Would you like to know if you are still on track when we are in challenging markets? Do you wonder what you can afford to do and still maintain your lifestyle now and in the future? Would you like know what you own and why it is being recommended to help you make better informed decisions about your financial life? Are You Like Beverly? Perhaps you are like Beverly, an independent woman in her 50s, who owns her own home. Her assets are over $2,000,000 with a significant portion invested in money market accounts, stocks, mutual funds and CD's. The good news is she has a fair amount of assets. The troubling news is her current advisor didn't involve her in the building of her financial plan and her portfolio. She wants to know more regarding what she owns and what kinds of risks she is taking. She gets updates from her current advisor but doesn't really know how she is doing overall. She wants to work in concert with an advisor she knows is watching out for her best interest. We Can Help Beverly to: Clarify her situation and issues using our Wealth Management Plan Questionnaire, Collaboratively work with her to build her Wealth Management Plan, Construct a proactive investment strategy with her investment portfolio, Coordinate with her CPA and attorney to make sure her entire team is working together, Build a retirement income plan empowering her investments, Track progress in volatile markets using Financeware®, Review insurance needs to develop a strategy to protect assets and her family from unnecessary burdens and expenses, and Communicate regularly to keep her informed of any changes, issues and progress. This is a hypothetical example and does not represent any actual investor. What Is Next? If you want help understanding how your investments relate to your unique goals, we invite you to speak to us about how we can help you and your family. There is no better time than now to call us for a no-obligation Second Opinion at (731) 621-3500 or you can contact us here.

For These Volatile Times, Is Your Portfolio Structured As It Should Be? A Second Opinion For The Friends And Family Members Of Our Clients Second Opinion Current Challenges What now? An after-the-election look Are You Ready for the Fiscal Cliff? Does the Crisis in Europe Affect You? What is Your Income Generation Strategy? How Should You Respond to Volatility? How Will the Load of Rising Inflation Affect Your Portfolio? How Much Is Enough? How Safe Are Your Municipal Bonds? How Will the Federal Deficit Affect Your Wealth?

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Whiteside Wealth Management, Inc. 3104 Edloe St., Suite 310 Houston, TX 77027 Phone (713) 621-3500 Fax: (713) 621-3513 Email: info@whitesidewealthmanagement.com Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Securities offered through RAYMOND JAMES FINANCIAL SERVICES, INC. Member FINRA/SIPC