Friday, January 27, 2012

9 Steps to Protecting Your Wealth

Good day friends:

Over the next few days I would like to share some thoughts about the process of selecting a financial advisor in a way that will best protect your wealth...and lead to greater investment success. I hope that you will find it interesting.

#!1 It is important to be sure that you have spent enough time with the potential advisor to learn the advisor's investment philosophy, investment styles and results, operational considerations and fees to that you can ACHIEVE REASONABLE EXPECTATIONS CONCERNING THE RESULTS OF YOUR INVESTMENT PLAN. (The old addage; "If it sound too good to be true..."applies.)

#2  Be sure to meet regularly with your advisor in support of the above.

More to follow...


Yours for investment success,




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