Saving The Investor

Informações:

Sinopsis

The first thing we'll do when you set up a free initial consultation with us in Fort Myers, Stuart, or Boca Raton, Florida is send a small package of materials. This will include directions to the office and an Investor Awareness Guide. The Guide is a great tool to get you started on the education process, which is critical to investment success. We frequently have people tell us that they feel like they are reading their own history of investing mishaps when they go through the booklet. They often say they wished they had learned those lessons sooner. At the end of the guide there is a brief 20 question quiz that we ask everyone to go through. This gives us a sense of what you know and what you need to learn more about. When you come in, we will review some of your current investments to determine if there are any areas of concern. If there are not, we will tell you; if there are, we will give you steps you can take to get on the right track. We believe that educated investors are confident investors.

Episodios

  • Saving The Investor - Ask The Coach

    Saving The Investor - Ask The Coach

    08/03/2014 Duración: 01h00s

    The first thing we'll do when you set up a free initial consultation with us in Fort Myers, Stuart, or Boca Raton, Florida is send a small package of materials. This will include directions to the office and an Investor

  • Saving The Investor - Whats Inside Your Portfolio

    Saving The Investor - What's Inside Your Portfolio

    15/02/2014 Duración: 01h00s

    Contact Info Call-in: (239) 561-1155 Website: www.savingtheinvestor.com

  • Saving The Investor - ‘Hybrid - New Indexes

    Saving The Investor - ‘Hybrid - New Indexes

    08/02/2014 Duración: 01h00s

    Financial Coach Alfie Tounjian and Co-Host Pastor John discuss what's Inside Your Portfolio

  • Saving The Investor - No Load Mutual Funds

    Saving The Investor - No Load Mutual Funds

    01/02/2014 Duración: 01h00s

    Why spend another moment wondering about your financial future? Let us help you take control today! If you would like to learn more about The Advantage Retirement Group or would like to schedule a complimentary, no-ob

  • Saving The Investor with Financial Coach Alfie Tounjian - 2013 Year In Review

    Saving The Investor with Financial Coach Alfie Tounjian - 2013 Year In Review

    18/01/2014 Duración: 01h00s

    The first thing we'll do when you set up a free initial consultation with us in Fort Myers, Stuart, or Boca Raton, Florida is send a small package of materials. This will include directions to the office and an Investor

  • Saving The Investor - After The Crash

    Saving The Investor - After The Crash

    11/01/2014 Duración: 01h00s

    Contact Info Call-in: (239) 561-1155 Website: http://www.savingtheinvestor.com

  • Saving The Investor - Truths About Annuities

    Saving The Investor - Truths About Annuities

    14/12/2013 Duración: 01h00s

    Contact Info Call-in: (239) 561-1155 Website: http://www.savingtheinvestor.com

  • Financial Coach Alfie Tounjian has on Guest Mark Matson

    Financial Coach Alfie Tounjian has on Guest Mark Matson

    30/11/2013 Duración: 01h00s

    Contact Info Call-in: (239) 561-1155 Website: http://www.savingtheinvestor.com

  • Financial Coach Alfie Tounjian Discusses Your Financial Future

    Financial Coach Alfie Tounjian Discusses Your Financial Future

    16/11/2013 Duración: 01h00s

    More Information Phone: (239) 561-1155 - Toll Free: (800) 807-3847 - or E-Mail: info@alfiet.com

  • Saving The Investor - Life Insurance  Annuities

    Saving The Investor - Life Insurance & Annuities

    24/08/2013 Duración: 01h00s

    Contact Info Call-in: (239) 561-1155 Website: http://www.savingtheinvestor.com