In this report the Firm looks at the stocks the Client owns and if the same stocks have been purchased in other Client holdings, such as mutual funds, which results in overlap and no diversification.
The Introduction To Prosperous Investing — The First Appointment
Once you schedule your Introduction To Prosperous Investing, we will send you a short first appointment questionnaire within 24 hours.The first appointment questionnaire gives us a brief overview of your current situation, what your top concerns are, and will helps us better understand your investment experience.To schedule your first appointment, simply call us at 801-545-0696 or click, Let’s Begin.