The Basch Anderson Miller Group at Morgan Stanley. Customized Solutions for Every Client

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1 The Basch Anderson Miller Group at Morgan Stanley Customized Solutions for Every Client

2 3993 Howard Hughes Pkwy St 800 NMLS# , Las Vegas, NV / MAIN / TOLL-FREE / FAX thebamgroup@morganstanley.com

3 The Basch Anderson Miller Group at Morgan Stanley We believe that managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long term goals. As Financial Advisors, we are committed to building a relationship of trust in which we can work closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you. As our relationship evolves, we hope you will come to regard us as a valued resource and professionals who can help you make a more informed decision on any financial issue. Our most important goal: to help you achieve your objectives, providing guidance that helps your wealth do more for you. THE BASCH ANDERSON MILLER GROUP 3

4 Meet the Professionals Our goal is to earn your confidence, not only through the quality of solutions we provide to you, but also the excellence with which we deliver them. 4 MORGAN STANLEY

5 Dan Anderson Family Wealth Director Senior Vice President Financial Advisor Dan began his career at the firm in In 2004, he turned his focus on serving the unique needs of wealthy families and individuals. "We take into account our clients' current situation, their future and their family dynamics, then design a strategy to oversee the management of their wealth," Dan says. "We work with our clients' tax and legal advisors in a team approach with our clients." Dan also is responsible for managing the discretionary Fixed Income portfolios for his team. He has a long history of serving his clients and the Las Vegas community. He currently sits on the Board of Trustees of the Foundation for an Independent Tomorrow and the Nevada Community Foundation. He has been married to his wife, Ginger, for 17 years and has two grown sons. Craig Miller Senior Portfolio Manager Vice President Financial Advisor As a licensed investment professional for more than 27 years, Craig implements wealth management strategies for clients by concentrating on discretionary money management through Morgan Stanley's Portfolio Management Program. He focuses on equity research, portfolio hedging strategies and new business-planning development. Craig is firmly committed to long-term relationships and strives to deliver exceptional client service. Craig continues to expand his commitment to the Las Vegas Community. He is active with the Las Vegas Rotary Club, The Smith Center, and he supports various charitable projects in Southern Nevada. He is an avid golfer as well as a bass fisherman. He has been married to his wife, Kellie, for 25 years and has a son in college. Troy Pinkelman Financial Advisor Troy Pinkelman joined the Basch Anderson Miller Group in 2014 in a continued effort to provide holistic financial planning to the team s clients. Troy specializes in financial planning and retirement strategies, he leverages Morgan Stanley s suite of services to better provide each client with an individual approach. Prior to joining Morgan Stanley, Troy operated his own business and graduated from UNLV in In his free time, Troy enjoys playing golf and the great outdoors. He and his wife Danielle live in Henderson where they support various charitable organizations. THE BASCH ANDERSON MILLER GROUP 5

6 We Work to Understand the Full Scope of Your Financial Picture It starts with listening. We ask questions regarding your needs and dreams, your tolerance for risk, your time horizon and then listen. It s an ongoing process through which we strive to know all we can about you, your family, your business (if applicable) and your short- and long-term goals. This period of discovery helps us make informed recommendations and design a flexible wealth management plan that is uniquely yours Discovery process Identify your goals, values, dreams, special concerns/challenges 2 Develop investment strategy Determine risk tolerance Analyze current investment portfolio Develop asset allocation strategy Portfolio construction 6 MORGAN STANLEY

7 The Client Experience Investment strategy meeting In-person meeting to present recommended investment strategy 5 Follow-up meeting In-person meeting to discuss: First statements Organization of paperwork Set up online account access (and review online resources) Develop schedule for 7 Wealth management plan meeting In-person meeting to present comprehensive wealth management strategies 9 Ongoing monitoring of investment strategy and wealth management plan Develop schedule for review meetings future review meetings Schedule wealth management plan meeting 4 Execution of investment strategy Open new accounts Transfer existing assets Conduct trades to execute agreed-upon investment strategy 6 Develop comprehensive wealth management plan Financial planning Retirement planning Access to banking and lending services Education planning Business succession planning Charitable giving Family dynamics Estate planning management Plan meeting 8 Execute wealth management plan Ongoing execution of wealth management strategies 10 Re-evaluate investment strategy based on changes to goals, objectives and/or expectations Adjust investment portfolio and/or wealth management plan in light of any changes CRC# /2017

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9 For Life's Most Important Goals With experienced professionals and the right resources, reaching your most important goals can be less challenging and more rewarding. We are ready to help you meet your goals, by combining our insights into your needs with the resources of Morgan Stanley. Setting a confident course Thorough, thoughtful planning planning that analyzes where you are as well as where you want to go is the most important step in establishing a path to your goals. We will work with you to explore and define your objectives and needs, and then structure a plan that is uniquely your own. Balance sheet analysis Retirement planning Education planning Estate planning strategies Multigenerational planning Insurance Strategic consulting and transactions Managing the rewards of success Managing an investment portfolio should be a consultative, disciplined process that balances your attitudes and goals as an investor with careful analysis of the financial markets and the risks and opportunities they hold for you. You can rely on us for objective strategic advice in structuring your portfolio and for careful analysis of any investments we consider together. Asset allocation Investment management Traditional investments Alternative investments Structured investments Separately managed accounts Building a unique legacy Estate planning strategies typically brings together the dimensions of life: personal, family, financial and charitable. We will work with you to understand the connections between your life and legacy goals, and work with your accountant and attorney to help you develop a strategy to position your portfolio appropriately. Giving back through philanthropy Many successful individuals seek opportunities to support cultural and educational institutions, and nonprofit organizations and activities. Properly undertaken, charitable giving can provide planning flexibility and benefits for you. We can help you analyze and implement a strategy that rewards you while it benefits causes you care about. Helping meet current liquidity and banking needs Managing personal cash and securing liquidity for personal needs and opportunities are the day-to-day aspects of implementing a financial strategy. We can help you meet your personal cash management and borrowing needs while thinking strategically about how approaches may affect current and longterm costs and taxes. THE BASCH ANDERSON MILLER GROUP 9

10 Start the Conversation We are dedicated to providing you with the strategies and resources that can help you achieve your retirement goals in today s changing financial environment. The Retirement Standard is meant to help connect all the pieces of your financial life with a comprehensive plan of action designed to help put you on a path to the retirement you envision. 10 MORGAN STANLEY

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12 This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and or investments discussed in this material may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor.The appropriateness of a particular investment or strategy will depend on an investors individual circumstances and objectives Morgan Stanley Smith Barney LLC. Member SIPC /2017 CRC CA Insurance Lic # OH68349