FREE Investment Portfolio Evaluation !
Alan Markell cordially offers to you a FREE investment portfolio evaluation.
- I will categorically show you the problems with your current portfolio and explain how to improve it.
- I will show you the benefits of a simple, highly diversified, low cost, low tax, low maintenance portfolio.
- Your improved portfolio will be based on your investment time horizon, risk tolerance, and goals.
An unbiased, second opinion could make a difference !
Contact Alan Markell at 256-881-9637 or Alan@Discover-FP.com at no cost or obligation.
Certified Financial PlannerTM — IRS Enrolled Agent — Accredited Financial CounselorTM
AL - 35803