IS YOUR MONEY AT RISK!
I am tired of watching people get ripped off in retirement! If anyone tells you have ANY investments earning more than 5% per year and it is risk free they are LYING! For piece of mind you need to get an independent portfolio risk assessment.
Indications your broker-financial planner-partner may be misleading you
You are told to buy an annuity.
You are told there is no broker fee or they are “paid by the seller”.
You are told now is the time buy ANY bond fund.
Indications your money might be at risk:
You look at the value of your investments more than once a month or worry about them at night.
You have more than 5% of your net worth (stocks-bonds) in ANY single corporation.
You have more than $100K (including interest) in one bank
You have more than $250K in one brokerage house.
You are being promised more than average returns for short periods (less than one year).

Having a portfolio should give you piece of mind not worry. For a single small donation to my daughter’s 529 college fund I will review your assets with you and create an honest independent risk assessment. I have both a B.S. and MBA in Finance so I know the real secrets to the banking business. Banks and brokers have only one purpose; to earn as much money for themselves and their shareholders. The assessment is 100% Money Back Guaranteed, if you don’t think it is worth anything you don’t make the donation. Process requires about 45 minutes of interview at your place, my place, or even a local restaurant. No personal information will be collected other than your first name and mailing address for the report. No products-services will be offered-sold to you. Limited time offer is for residents of Moore county area only- offer subject to military recall of myself at a moments notice. Call Bart at 910-528-1958 to set up your appointment today!