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 Neal Frankle, Founder |
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 On reason you might be feeling uncomfortable about your current portfolio: it may not match your personality. In other words, you might prefer the smooth ride of a Cadillac portfolio while your current advisor has you strapped in to the financial equivalent of a Porsche. If you're like most people, its important that your comfort level match up with your financial needs. That's why we ask all our clients to answer our client Investment Policy Questionnaire. The questionnaire asks you about your investment experience, comfort level and more. Once I review your answers and ask you about your financial resources and needs, I'll be able to match you with the portfolio that's right for you. Take the opportunity to go through the questionnaire with Neal on the phone! Put our experience to work for you; get your free phone consultation now. Next ›› The Benefits of Managed Assets |
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Wealth Resources Group | 28348 Roadside Drive, Suite 102B | Agoura Hills, CA 91301 | 818.889.6700 | Driving Map | Investment Blog |
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