Investment “Over-Trading” Reviews

FLP Planning Service includes: 

·        How to determine if your portfolio is being churned

·        Learning what your investments really cost

·        Learning what important questions to ask your advisor

·        Understanding the risk of various investments 

A little bit of knowledge can be an important asset and will save you literally thousands of dollars in investment/management fees or possible losses incurred in risky investments, which were never properly explained to you. 

Question: Did your financial advisor recently suggest that you reposition your assets? 

Did you ask:  Was the move really in your best interest? 

Question: Did your financial advisor tell you what the move would cost you? 

Did you ask…How the commissions were based?  

Did the advisor say…there were no fees?  

Do you think that there are no free lunches or free investments? 

Why not have Rich review your investments?

    Questions? Click here to contact Rich

call Rich’s office number 847-608-0547,

toll free number 877-TAXSFLP (829-7357),

      or FLP Mobile number 847-767-7638