Work directly with Brian Rezny, CFP and his team. 30 years of experience helps You succeed!
Do you have any of these concerns?
- Are you having doubts about the advice you are receiving?
- Are you questioning your portfolio returns or lack thereof?
- Are timely changes being made to your portfolio to grow and protect your wealth?
- Are you concerned you are being "Sold" inferior, high expense, poor performing investments like: annuities, non-traded REIT's, mutual funds, etc., that are harming your financial security?
The number one comment we hear from future new clients at their consultation: "I had concerns about our investments and portfolio for a long time. We should have come in to see your firm years ago for a second opinion."
"Don't settle for bad advice that harms your financial security, never procrastinate getting a second opinion, put your families security First!"
Fill out the form below and we will contact you or call us at 800-618-8577 to schedule a consultation.
We work with clients who have $500,000 of investable assets and higher. If your portfolio is slightly smaller, feel free to reach out to our staff to discuss if we can make an exception.