A complimentary, no obligation appointment to come in and sit with us for a while. We’ll ask you briefly to outline your financial goals – what your investment portfolio is intended to do for you. Then we’ll review the portfolio with you.
If we think your investments continue to be well suited to your long-term goals – we’ll gladly tell you so.
If, on the other hand, we think some of your investments no longer fit your goals, we’ll explain why, in plain English. And, if you like, we’ll recommend some alternatives.
Either way, the coffee is on us!
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