Have any of these questions ever crossed your mind?
- Is your investment Firm/Advisor making more money than you are?
- Would you like to organize your Estate Planning for free?
- What has my Financial Advisor not told me?
- Do you need better control over Investment Related taxes?
- Does your investment Advisory Account have mediocre performance?
- Do I have enough money saved for my retirement?
- Is your Investment Firm/Advisor making decisions in your best interest?
Join us to learn about how you can organize your Investments, your Retirement and your Affairs.
Our Goal for organizing your investments is to improve your overall performance by 2% or more, with suggestions about lowering Advisory Account Fees and Costs, as well as improving your investment returns by being more selective. We have very specific suggestions that, for some, will have potential long-term benefits that will literally total in the hundreds of thousands of dollars.
There’s no cost or obligation to attend the workshop, for the materials provided, or for a discussion about your situation and any questions you may have and the workshop usually lasts about 2 hours. If you’d like to forgo the workshop, feel free to contact us and set up a meeting with us in our office.
