Let Me Analyze Your Adviser...

To be very clear, here’s exactly what I’m offering…absolutely free:

  • A written Analysis of Your Investment Adviser (a $297 value)
  • A written Portfolio Analysis (a $497 value)
  • My special report “4 Ways to Pay for Investment Advice” (a $49 value)
  • My special report “How to Choose A Financial Adviser” (a $49 value)
  • My Special report “7 Steps to Optimizing Your Portfolio” (a $49 value)

Because of the time it takes me to research & write these analyses, I’m only able to take on a few at a time.

If you’re interested, the next step is to schedule a 20-minute call with me, where I’ll ask you a few “discovery” questions about your adviser and your portfolio.

I will not try to sell you anything on the call. Don’t worry!

Just click the link below to schedule your call. I look forward to speaking with you.

click here to schedule your call

(Alternatively, you can call your local office).

You may be wondering why I would make such a generous offer (these complimentary analyses take time!). I do it because I enjoy helping people understand the realities of the investment advisory industry – I remain grateful to the people that explained it to me. It’s also a way for me to touch base with people who might eventually become a client.

click here to schedule your call

If you’d like to learn more about me before you schedule your call, I encourage you to review my about page and my bio.