When the markets turn as volatile and confusing as they have over the last few weeks, even the most patient investors may come to question the wisdom of the investment plan they’ve been following.
At Grover Financial Services, we’ve seen a lot of difficult markets come and go. And we can certainly empathize with people who find the current environment troublesome and disturbing. We’d like to offer our professional services, if we can, and to that end here’s what we offer: A Second Opinion with no strings attached.
Please call us today to schedule a telephone or web conference. We’ll ask you to briefly outline your financial goals and what your portfolio is intended to do for you. Then we’ll review the portfolio for and with you.
If, in our opinion, your investments continue to be well suited to your long-term goals – despite all the market turmoil – we’ll gladly tell you so. If, on the other hand, from our perspective some of your investments no longer fit with your goals, we’ll explain why, in plain English. And, if you like, we can recommend some alternatives.
Either way, there is no obligation.
Call us at 585-586-5505 or send an email to me at jason.grover@lpl.com with some dates and times of when you’d like to schedule your telephone or web meeting. Thank you for your consideration.
Best regards,
Jason
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.