› Hot Deals

Hot Deal

Offer Valid: 12/14/2019 - 03/14/2020
Complimentary Portfolio Review.
We are coming to the end of 2019 and this is an important time to revisit your portfolio and make sure you are properly prepared for 2020.  I am offering a complimentary second opinion into your current investment strategy.  There could be three possible outcomes:

1)  You might be doing all the right things. In this case, I will ask you to continue doing what you are doing.

2)  We might identify a few gaps in what you are doing.  You could take those suggestions and execute them with your current advisor.

3)  You might see the value of working with me and I could help you with whatever portion of your investments you want to start with. 

Please let me know if you have some availability to connect next week to have a high level discussion.

Thank you for your time,

Max Tongate

This Hot Deal is promoted by Glenview Chamber of Commerce.