John Britton
Personal Choice Financial Advisors, LLC

Tel: (513) 588-8080
4555 Lake Forest Dr.
Suite 650
Cincinnati, OH 45242

Investing In The Growth Of Your Future


About Personal Choice Financial Advisors, LLC

We believe that, more than almost any other factor, investment success is
determined by the Investor's own reactions to extreme capital
market conditions, positive as well as negative. We believe our greatest value to
our clients is to help them learn appropriate responses to such extremes. We
believe that investment selection and asset allocation are important, but are
secondary considerations.

We are often our client's most trusted advisors. We have over 50 years of
combined experience helping people realize their life goals in the areas of
retirement and estate planning, as well as asset management.

We are compensated on a fee-only basis as our only source of revenue. There are
no other hidden charges or "soft dollar" arrangements. A full disclosure document
will be given to you at your first appointment, or upon your request prior to an
appointment.

We are independent. As our client you employ us directly. We answer
only to you. You are the center of our professional universe. Your needs and goals
are our only concern.


General Information

Firm Start Year:   2002
No.of Employees:   2-4
Name of Broker/Dealer:   We are independent and regulated by State of Ohio Securities Department
Name of Custodial Firm:   Charles Schwab & Co, Inc.
States Licensed in:   OH, IN, KY , TX, FL
Number of Years with Current Firm:   12


Qualifications & Memberships

Firm Information

Firm's Number of Clients:   182
Firm's Number of Planning Clients:   125
Firm's Number of Managed Clients:   178
Assets Managed by Firm:   $85 Million
Assets Managed by Advisor:   $78 Million


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Only financial professional
Compensation Methods:   Based on Assets
Hourly Rate:   n/a
Additional Details on Charges:   Sliding scale fee. 1% up to $1Million + % over $1Million to $3
million + % over $3 million. Fee covers all services.
Minimum Fee Charged for Managed Accounts:   no minimum
Minimum Fee Charged for Hourly Planning Accounts:   n/a


Education

Associate of Science - Building Construction  UC College of Science & Engineering - Cincinnati, Ohio
September 1971-June 1973



Faqs

  • Do you have a customer satisfaction or refund policy? Yes. Our quarterly fee will be refunded, prorated to the date of termination of an account. We are employed directly by you on a quarter to quarter basis. There is no long term contract. We work very hard to continue to earn your trust.
  • What are your qualifications? What is your education background? Graduated cum laude UC College Science & Engineering. 1980-84 -Financial planner. !984-1994 - Stockbroker with a major brokerage firm. 1994 to present Independent Financial Advisor.
  • What is your approach to financial planning? First to understand client's goals and risk profile, utilize sophisticated planning software to organize and prioritize the use of financial resources. Recommend use of legal and accounting services as necessary.
  • What services do you offer? Financial, estate and retirement planning. Most importantly, helping our clients learn to react appropriately to market extremes.
  • How many clients do you currently manage? We manage approximately $85 million for over 175 individual clients and their families.
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Disclaimer

Advisory Services Provided By PERSONAL CHOICE FINANCIAL ADVISORS, LLC, An Investment Advisor Registered With The State Of Ohio

John Britton

John Britton

NSSA-Certified Social Security Consultant


John M. Britton-Since 1980, Financial & estate planning, stock broker, asset
management. Currently co-owner and Managing Member PCFA, LLC.

Christopher H. Hansen, CFP-Since !990- Financial & estate planning, asset
management. Currently co-owner and Managing Member PCFA, LLC.

Complete biography in our ADV Part 2, a full disclosure document provided to you
upon request or first appointment.

My Services


Financial Advice & Consulting

We do our best to make the often daunting tasks of financial, estate and retirement planning as simple and user friendly as possible. By first taking the time to understand your needs and wants, we design plans and investments that best fit your profile.

Communities Served

National

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM

Compensation Arrangements

Check Money Order
Bank Transfer