You’re worried about your money. I know. It doesn’t matter you have $50,000 or $5,000,000- you’re worried about something. If you are, then maybe you need a
Comprehensive Financial Strategy
You no longer need to be frustrated by complicated financial jargon, confused by conflicting advice from radio shows, TV, magazines and blogs, or misled by the guidance of a trusted but untrained friend.
If you have a comprehensive financial strategy, developed with an experienced advisor, using your input, you are on your way to worrying less about your money. How do I know?
My name is Chris Grande, and I have both been where you are and have met with scores of people who felt this way. I was a financial advisor who for years listened to what the mainstream financial industry said about investing, savings, insurance, taxes – all that! When I finally went independent and started my own firm, things changed. Here’s how:
- I frequently find that a client’s investment portfolio does NOT match their desired investment profile – I help fix that with some key questions
- Many times I have assisted business owners in completely revamping how they spend and save and use the business to their advantage in building their net worth
- I regularly find ways for people to save hundreds of dollars on their regular annual expenses
- Almost everyone I have met with, I have improved their tax strategy helping them become more “stingy” taxpayers
- Many times clients have kids (or parents) who need help. I can provide guidance for them at no additional charge to my client community
- Often, clients come in with glaring vulnerabilities in their legal planning. Working with a qualified attorney, I help them fix these problems and solidify their estate
- I have helped families protect their assets from the high cost of nursing home expenses when a relative gets sick
- And there are countless other areas that I have helped people navigate wisely – too numerous to mention here!
Now, I want to share this knowledge with you and help you live a more worry-free life.
Therefore, forget about mail order financial plans or cookie cutter solutions from the radio, TV or net. You need a customized plan that reflects your personal values, goals, and outlook. And furthermore, know that you just might already have what you need to put better plans in place. Simply contact us here, for your free copy of Values Based Financial Planning and get started on your way to making better financial decisions:
Drop an email Here and send along your: name, address, email
We look forward to hearing from you!
Warmly,
Christopher Grande, MSIM Principal