Everyday Investor
Ideal for those investing between $250,000 and $1,000,000
Do you want a professional perspective on what you’re invested in? Do you want investment ideas for money in your checking or savings account? Do you want to make the most of your 401k or other retirement accounts?
What You'll Get:
- 4 Meetings or Calls
- 2 Deliverables for investment recommendations
- Portfolio analysis of current holdings
- Investment recommendations from a licensed professional
- Objective advice tailored to your goals
What We’ll Do:
- Identify risk tolerance and investment objectives
- Evaluate your current holdings and investment strategy
- Provide investment recommendations and perspective
- Help you implement trades and make changes to your retirement accounts
Plus, after successful implementation of trades you’ll also receive a 90 day check in meeting to:
- Evaluate adjustment to your portfolio
- Incorporate new trends
- Schedule next engagement or courtesy call
Get Started Investing
Ideal for those investing $100,000 - $250,000
Do you have extra money in your checking or savings account, but don’t know what to invest in? Do you want to make the most of your 401(k) or other retirement accounts? Want someone to help you select the investments in your 401(k)?
What You'll Get:
- 4 Meetings or Calls
- 2 Deliverables for investment recommendations
- Investment recommendations from a licensed professional
- Objective advice tailored to your goals
What We’ll Do:
- Identify risk tolerance and investment objectives
- Provide investment recommendations and perspective
- Help you implement trades and make changes to your retirement accounts
Plus, after successful implementation of trades you’ll also receive a 90-day check in meeting to:
- Evaluate adjustment to your portfolio
- Incorporate new trends
- Schedule next engagement or courtesy call
