Investors come in two forms; those looking to build wealth, portfolio builders and those looking to manage wealth they have already created, portfolio managers. Most clients fit into one or the other of these categories and at certain times in ones life under certain situations an investor could find that they have moved from one category to another. My job is to determine what category works best for you as an investor and what are the proper steps we need to take in order to establish and follow up on an investment plan.
James Foytlin
1(888) 599-1188
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