- How much risk are you taking with your personal wealth?
- How will your Investment Portfolio react to a stock market correction or sharp increase in interest rates?
- Do you really understand the risk in your portfolio?
- Are you prepared for the Inevitable: a market correction, taxes...?
- Will you be able to maintain your current lifestyle in retirement?
- Are you aware of the potential estate taxes?
If you have any concerns please contact me for a complimentary second opinion.
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