Find Out Now if Your Financial Strategy is Working!
Many investors I meet think they are doing OK. The truth is, they really don’t know how to analyze their portfolio or compare their actual results against a proper benchmark. They gauge their assessment on gut feel or if they gain/lose money over time. For most people, this lack of a data driven approach will require them to work for many years longer than anticipated and retire with less money than they deserve. It doesn’t have to be this way.
So many investors are being nickel and dimed by Wall Street and big banks. It adds up fast to tens of thousands of dollars a year! I urge you to take action and find out if your current financial strategy is working on your behalf or Wall Street’s behalf. We offer a free 2nd opinion for accounts over $500k. The feedback is objective. It will help you determine if you are the right track or if you need to make critical changes.
Find out now before it is too late.
Here is our Q1 2014 market review for download.
5 keys to success in 2014
- Expect more volatility in 2014.
- Focus on what you can control. Saving more, spending less, develop your career, time with your family, take care of your health.
- Target to save 20% to 25% of gross family income.
- Track your spending with www.mint.com
- Calculate your net worth and set a goal for your retirement nest egg. We can help with a customized process.
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If you want to be a millionaire, here are some great tips for your 401k via Forbes-http://ow.ly/vCCCw– Give us a call, your retirement will thank you!
Give us a call for a free 2nd opinion at 303-549-4720. Integrity Investment Advisors. Invest with Integrity. You work hard for your money, shouldn’t your money be working hard for you?
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You have successfully subscribed. Thank you! Here are some free resources - Video - A note from your future self - https://youtu.be/HKMYTLyhOGU 5 Free Checklists That May Save You Thousands – Really! Countless people need help in these areas. Checklists include: end of year tax planning, funding a child's college education, caring for aging parents, items to consider before you retire, critical documents to keep on file. Please like & share with family & friends. You can download the PDFs for free. https://www.integrityia.com/5-free-checklists-that-may-save-you-thousands-really/