A Great Cup of Coffee and a Portfolio Review. What Could Be Better?

by Laura Ehrenberg-Chesler on March 5, 2009

in Asset Allocation,Investment Strategies

picture-5Make an appointment. Come in to Crossvault. Let us help you review your existing portfolio.

It is at precisely these moments in your financial life that a good decision, or a bad one, can have a lasting impact on your financial future.

Open your statement.  Review your goals and objectives. Now is the time to make sure you are in the right place, with right short and long term strategy.

Come in, have a great cup of coffee and let’s review.

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