General Obligation Bonds

Traditionally, the role of the financial advisor has been a relatively narrow one that is limited to responding to specific client requests to process individual bond financings. These services might include:

• Canvassing bond election results
• Computing a bond repayment schedule
• Drafting an official statement (or offering prospectus)
• Applying for a credit rating
• Accepting interest rate bids and closing the bond issue

These are certainly important activities to insure the legal issuance of debt. Flawless execution of the above processing steps remains a critical function of a financial advisor. However, a key question to consider is whether this scope of service is all that a client needs or can reasonably expect? Is this the extent of value that a financial advisor has to offer?

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