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What
You Get
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Tailored Investment Portfolio
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Diversified with ETFS and stock selection across all market sectors
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Can be customized to exact client requirements
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Foundation for a proper investment portfolio
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Wealth and retirement projections
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Strategically put money to work in the markets!
What you’re getting is a 12-15 page document that includes:
1
A completely diversified portfolio across all sectors
2
10+ year investment horizon
3
10-15 individual stocks and ETFs with an outline and info on every selection
4
Dividend reinvestment information
6
Purchase instructions and contribution percentages for each stock
5
Info specific to your investment platform
7
Future wealth projections and retirement numbers
8
Account selection and coaching if you’re not already setup
9
Information on how to execute purchase and sell orders
10
We can add anything else you need a hand with!
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