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Our Services

Investment Project

A series of three meetings of 90 minutes each.  This service focuses on your investment portfolio, which investments to keep, which ones to sell and how to manage your portfolio on an ongoing basis.

The Investment Project provides the client:

  • A complete review of net worth
  • Personalized asset allocation
  • Customized investment strategy
  • Investment sale and purchase recommendations
  • Retirement sustainability analysis
  • Written recommendations

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