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What I offer: a cup of coffee and a second opinion

Offer Valid: 10/08/2021 - 12/31/2021

At our firm, we've seen a lot of difficult markets come and go.  And we certainly empathize with people who find the current environment troublesome and disturbing.  We'd like to help, if we can, and to that end, here's what we offer: 


A cup of coffee, and a second opinion


By appointment, you're welcome to come sit with us for a while.  We'll ask you briefly to outline your financial goals- what your investment strategy is intended to do for you.  Then we'll review the portfolio for and with you.


If we think your investments continue to be well-suited to your long-term goals- despite all the market turmoil- we'll gladly tell you so, and send you on your way.


If, on the other hand, we think that some of your investments no longer fit with 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.



This Hot Deal is promoted by Glenview Chamber of Commerce.