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 at no cost or obligation.     

 Certified Financial PlannerTM  — IRS Enrolled Agent — Accredited Financial CounselorTM

11410 Woodcrest Drive SE,
AL - 35803
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