Investment Advice/Financial Planning
Well 2008 is over (almost!). Your investments might not have done well, but you want to prepare for 2009. Now is not the time to put your head in the sand, and not the time to be overly cautious.
What I'm offering is to sit down with you and review your investments, strategies and holdings to get you on the right track. We can have a cup of coffee, go over things and see what can be done to prepare for the future. If everything is on the right track then the worst case is that you've met someone from CP!
I am an independent advisor (not tied to proprietary products/institutions) and work in all areas of financial advice.
PM me to set something up!
|
