About:
A large part of the population doesn't know how to handle money. For a lot of people money is a taboo and always a problem. They don't understand the expensive mistakes they are making when dealing with money and they are not seeing the basic opportunities they have to earn more money in their investments with low risks.I will deliver to you or your company a personalized plan based on your life, risk tolerance and capacity and liquidity needs while always having in mind the safety of your investment. I will be available for calls, e-mails and texts and follow-ups to see how you are doing with the plan.
The basic items you will find in the report:
- Your financial risk capacity and tolerance assessment
- Your liquidity needs
- Basic Do's and Don'ts
- Types of investments that fit your profile
- A 10-year planning for sound investments
- Asset allocation strategy
- Further reading material
If you have any questions, please let me know!
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