The past couple years have certainly
been a roller coaster ride in the stock market.
- Was your portfolio prepared for these ups and downs?
- Are you certain that your portfolio is well diversified?
- Is your asset allocation appropriate to meet your financial goals?
- Is your asset allocation appropriate for your risk tolerance?
If you answered no to any of these questions, than you need an unbiased financial plan. Lifetime Financial Planning Solutions, LLC does not sell any products, or accept any referral fees or commissions. Financial plans, including investment review and asset allocation, are prepared on an hourly, fee-only basis.
To request information or schedule an appointment,
please call Penny L. Wasem, CPA, CFP at 740-503-2163
or email: pwasem@lifetimefinancialplan.com
