Are you participating in the upside of the financial markets? Let's make sure you are taking advantage of opportunities to do so.
Are you working with a fiduciary advisor or an investment salesman? Learn the difference.
What are you really paying inside your portfolio and to whom? How much does this affect your performance long term?
Tired of the financial market roller coaster? Let's assess your portfolio volatility and create a smoother ride.
Will your nest egg last? Will you be able to maintain your current standard of living? Will you live too long?
Rates are going up - is the forty year bull market in bonds dead? Will this help or hurt your portfolio?
Soren T. Christensen is a Certified Financial Planner™ professional and a Chartered Financial Consultant®. Both designations come with extensive training in investment planning. These accreditations set and maintain high ethical standards, with rigorous enforcement
Click here to request your Investment Plan Review and one of our staff members will follow up with you shortly to schedule your appointment.
Or call us at 239-455-1100 Mon-Fri 9 a.m. to 5 p.m.