IS YOUR PORTFOLIO STRUCTURED AS IT SHOULD BE FOR THE CURRENT ENVIRONMENT?
How about a free "SECOND OPINION"?
“Buy, sell, hold,” are words investors hear constantly regarding their portfolios. Successful investing is not always about how much cash you have or if you should buy, sell or hold. It’s about quality of assets, time horizons, financial needs, cash flow needs, risk tolerance and many other issues.
Do you understand your exposure to various sectors of the market and how these sectors correlate to each other? Sector weightings, asset allocation, management style and other issues significantly contribute to the volatility of your portfolio.
We believe it is important to understand what your risks are and how they relate to your financial goals. A detailed analysis of your portfolio will allow us to give you a valuable “second opinion” at no obligation to you.
Our analysis will, we believe, give you a great deal more information with which to make more informed investment decisions, whether or not you choose to utilize Financial Planning Consultants at some point in the future.
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