When the economy turns as volatile and confusing as it has over the past several years, even the most patient investors may come to question the wisdom of the financial advice that they’ve been following.
At Covenant Wealth Advisors, we’ve seen a lot of investors make mistakes they regret. And we can certainly empathize with people who find the current environment troublesome and disturbing.
We’d like to help, if we can, and to that end, here’s what we offer:
A cup of coffee, and a second opinion.
By appointment, you’re welcome to come in and sit with us for a while. We’ll ask you to outline your financial goals – what your investment portfolio is intended to do for you.
If we think your investments continue to be well-suited to your long-term goals – in spite of the current market turmoil – we’ll gladly tell you so, and send you on your way.
If, on the other hand, we think some of your investments no longer fit with your goals, we’ll explain why, in plain English.
And, if you like, we’ll provide clear recommendations for improvement.
Either way, the coffee is on us.
Mark Fonville, CFP®
Covenant Wealth Advisors