Recommendations are only effective when implemented. As a result, Poulos Advisors, Inc. provides comprehensive implementation services that help our clients execute our recommendations. This service includes:

• Coordinating with your other advisors to make certain they agree with the plan and to assist them with implementing recommendations.


• Ensuring recommendations are implemented in a manner consistent with your financial plan.


• Relieving our clients of the work necessary to implement a recommendation.


• Handling the technical issues and complex transactions involved with the implementation of recommendations.