What I Do And How I Can Help You
FIRST, I will answer any financial/investment oriented questions you have.
SECOND, through our discussion we will establish your immediate and longer term financial goals with an understanding of your risk tolerance levels.
THIRD, I will assist you in establishing your personal investment strategy with proper asset allocation among cash, bonds and equities referencing TYPES of INVESTMENTS.
Upon comfortable recognition and agreement of the above we will make use of my established SELECTION PROCESS and implement it in your final personal investment strategy.
Call me now to ask questions and discuss your specific situation.
239-434-6874 FL | 800-223-0072 Toll Free | 239-571-5902 Mobile
Thank you, Bob Engel
Serving Investors Since 1961