Polly Outhay, CF2

About Polly Outhay

Why. Problem. Solution. Promise. After 18 years working with Bank of America, Wells Fargo and two small banking entities, Polly Outhay made the decision to begin her journey in private financial service sector as an independent agent, dba Ali_Polly & Associates brokerage by First Financial Security, Inc national brokerage agency, Norcross, GA. Polly is passionate about helping ALL people achieve financial security. Over the past 5 years, she has worked with over 1000 clients to help them choose a good sound investment portfolio and create financial security and peace of mind for each household and businesses. Polly also provides financial education within the community. As a CFEI financial strategist, Polly’s main goal is to help clients make well-informed decisions. Through a Needs Analysis Exercise, Polly develops financial strategies tailored to each client’s unique needs. • What are their goals? • Are they on track? • How are they protected? • What’s keeping them up at night? Polly takes her time listening to your concerns, share all information about potential investments, including benefits, risks, and tax issues, and treat her client’s financial goals with the same care and interest that she devotes to her own.
As a
C ertif ied Financial FiduciaryFiduciary, Polly pledge s to carry code of conduct s in the
following area in her practice

Practice the Duty of Loyalty: A CFF designee will first and foremost agree to
always put the client’s best interest first

Practice the Duty of Good Faith: f undamental obligation to treat all clients fairly

Practice the Duty of Good Care: fundamental obligation to exercise the skill of an
expert and to only advise in those areas where expert skill l evel has been obtained

Educate First: provide comprehensive and unbiased education to clients ensuring
they have a firm grasp of the subject matter prior to offering specific suggestions or
advice