GETTING A SECOND OPINION
ON YOUR INVESTMENTS
Tired of confusing investments and the statement you receive? Finding it hard to get answers or advice on your portfolio? Your financial well-being shouldn’t be left to just anyone. When you invest your hard-earned money to build the wealth of your future, you want to see your money working hard for you. That’s why working with a knowledgeable, professional financial advisor who knows YOU makes a difference. Ask yourself this:
• Do you know what your money is invested in?
• Do you know how your portfolio is doing?
• Is your portfolio aligned with your long-term goals?
• Who can you contact with questions?