Investment consultation

• We will discuss what to do before you invest

• Discuss your account options and setup

• Discuss how to invest in different accounts

• Discuss the basics of investing

• Discuss passive investing strategies

• Discuss long term and short term investing

• Discuss stocks dividends and where do they fit in your portfolio.

Break down stocks, bonds, ETFs, index funds, mutual funds, REITs and more.

Investing questions, insurance questions, and more.

Pick my brain