Strategic Money Report

About Strategic Money Report

We invite you to invest with us. Through Worth Financial Group, we open accounts for clients at the Institutional division of TD Ameritrade. Every clients account is managed by Jim Bell based on the clients objectives, risk tolerance, and financial condition. Each client will be shown several strategies employed in the management of the account with respect to covered call writing and other option related “hedged strategies” and will be invited to ask questions and spend time formulating appropriate strategies. In order to invest, a client must meet the following requirements: • Account size of at least $100,000 * • Minimum Household Net Worth of $250,000 • Investment objective is mainly growth of money or capital appreciation Jim is a 40-year Wall Street veteran with numerous years of experience in investment management, trading, and teaching experience with regard to put and call options. Jim is certified with the Options Institute as a trained professional and teacher. The Options Institute is a subsidiary of the Chicago Board Options Exchange. Information on both the Options Institute and the CBOE can be found at www.cboe.com. Jim is also a Certified Senior Advisor with many years’ experience in advising senior citizens on matters of investments. Jim is associated with Worth Financial Group Inc. a registered Broker-Dealer and Register Investment Advisor in Dallas, Texas. Information concerning Worth Financial Group can be obtained by contacting Jim Clark at (469) 916-4287.

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