Is your investment strategy working, and can
anything be adjusted to safely improve it?
How can your investment portfolio take
advantage of potential opportunities?
Hey there, thanks for stopping by.
When the markets turn as volatile and confusing as they have over the last couple of months, even the most patient investors may come to question the wisdom of the investment plan they have been following.
I've seen a lot of difficult markets come and go in my 20+ years as an advisor. And I can certainly empathize with people who find the current environment troublesome and disturbing.
I'd like to help, if I can, and to that end here is what I can offer:
A fantastic "virtual" cup of coffee, and a second opinion ...
By setting an appointment, you’re welcome to piggyback on our valuable experience. I will ask you briefly to discuss what issues are important to you- and what concerns you have currently. We will also discuss what your investment portfolio is intended to do for you. Then I’ll review the portfolio with you.
If I think your investments will continue to be best suited for you and your long term goals – despite the market turmoil- I’ll gladly tell you so.
On the other hand, if I think some of your investments no longer fit with your goals, I'll explain why in plain English. During our complimentary call I can recommend some potential alternatives. No commitments or sales pitch, just some good old fashioned help.
Either way the help is on me.
Send me a direct email to firstname.lastname@example.org and I'll reply to you to determine how you might like to proceed.
To your success.
Dyer Wealth Management provides advisory services through Sage Capital Advisors LLC, a SEC Registered Investment Advisor. Ongoing advisory services after initial consultation are only offered to clients or prospective clients where representatives of Dyer Wealth Management are properly licensed or exempt from licensure. After initial consultation, no advice may be rendered unless a client service agreement is in place. Past performance is no guarantee of future returns. investing involves risk and possible loss of principal capital.