Do you know the name of the Investment Advisor assigned to your account? When was the last time you got a call or e-mail from that financial advisor? Has your account been assigned to someone you’ve never even heard of – a total stranger who never bothers to hear from you?
Maybe that’s how it is for you. But is that the way it has to be?
NO. If your original investment advisor left his or her broker/dealer for another, chances are your investment account has become a “house” account, assigned to someone you have never met who has never learned about your personal financial objectives. With that kind of indifference, maybe you’re thinking: “I might as well go it alone.”
Don't go it alone. Instead, talk to me. I want to get to know you and learn about your financial goals. My goal is to become your investment advisor for life. Not merely someone who watches over your investments from time to time, but a friend who watches out for your financial well-being ALL the time.
As my business continues to grow, it grows from personal relationships with grateful clients. I particularly like helping clients who wonder if their accounts have “fallen through the cracks.” I will actively care about your investments.
Rest assured, The Retirement Guys, will treat you with the utmost care and courtesy, because your respect and support mean so much to me.
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