Our economy is constantly changing. You want a financial advisor who understands these changes and evolves to meet the growing needs of clients. A financial advisor who stays ahead of the curve with current trends, investment strategies, technology, and client service. A financial advisor who ...
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Our economy is constantly changing. You want a financial advisor who understands these changes and evolves to meet the growing needs of clients. A financial advisor who stays ahead of the curve with current trends, investment strategies, technology, and client service. A financial advisor who understands your needs, and addresses them in a way that you can easily understand.
I am a wealth advisor at IAG, a wealth management firm. I work with clients to advise them on anything that affects them financially, including financial planning, risk management & portfolio management. IAG has expertise in alternative investments held in a self-directed IRA or self-directed 401k. Alternative investments such as: real estate, precious metals (gold & silver), tax liens, horses, franchises, private company stock, startups, etc.
➨ The best ways I can help you
✓ Portfolio Management - I have an innovative value-based approach to investing. Learn more about how I can help you manage your wealth: http://bit.ly/2tPYcig
✓ Risk Management - Managing risk is one of the most important factors in preserving capital. Once you understand all of the risks, it is easier to mitigate them. This is a top priority.
✓ Self Directed IRAs - Why limit yourself to investing in the stock market? I have an extensive understanding of the regulatory and financial considerations involved with investing in alternative investments inside retirement accounts (IRA, 401k). If you want to know more: http://bit.ly/2UdXY0g
✓ Alternative Investments - Our portfolios are not limited to investing in stocks, bonds & mutual funds. I can help you invest in what you know best: real estate, private mortgages, tax liens, private company stock, horses, franchises, cryptocurrency, etc.
✓ Financial Planning - I can help you construct a financial plan for you & your family that meets your changing needs
➨Read more here: http://www.innovativewealth.com/blog/
email: jmenglish@innovativewealth.comv
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