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Roy J.
Innella
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| Welcome Are you tired of Financial Planners showing you plans that make more money for the advisor than for you? Traditional investment plans laced with "products" that create more commissions than returns for you . That has been what investing with an advisor has been like over the last decade or more. The result for most investors has been meager returns and much worry and confusion as to what to do. Your retirement shouldn't be frustrating or worrisome. You should have true peace of mind about your money and investments and be able to sleep at night. My intention with every meeting with my clients is to enable them to make powerful financial decisions to improve their wealth. Decisions that create the maximum amount of money coming in and the minimum abount of money going out. In order to do that I must ask you some questions, and that is where a consultation comes in. So that you can help us help you set up a consultation and begin the first step on a positive journey towards financial peace of mind. Spending time with an investor coach will be,for many, the first look at how the investment markets really work. Fear & frustration is the result of a lack of understanding on a given subject. Especially with investing this is true. The key areas of education begin with how markets work, dispelling the myths of investing that most investors believe, and share how investors can effectively measure risks vs. rewards . The Wealth Advocate Investment Strategy is based on proven techniques of acclaimed academics, not profit-seeking brokerages or other industry apparatus. Educating investors is my goal by coaching the investor not selling a plan laced with products. My program was developed on the principal findings of famed scholars Eugene Fama and Harry Markowitz who won a nobel prize in 1990. |
| Ask yourself these questions about your relationship with your advisor. 1. Does your advisor" Tell you what is best" or Do you co-create your financial future? Are you dealing with a coach? 2. Is your financial plan based on "Products" your advisor found, that suits his/her pocketbook our yours? 3. Does your advisor use a "Micro-Economic" approach at 6 feet above or a "Macro-Economic" view at 60,000 feet? Which do you think is best? 4. Is you advisor using words like "Monte-Carlo" in his presentation suggesting legalized gambling in the market? 5. What is your Investment Philosophy? Do you know it and is it in alliance with your advisors'? 6. Do you still rely on market returns or are you shifting your risk to more stable returns? Are you still gambling in the stock market or are your investments safe? You should be able to answer these questions with confidence, an investor coach will help you determine your true purpose for money and how to live your life in abundance instead of scarcity. If you want to learn more about this call me now at 610-695-8748, or click here to request an appointment.
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175 Strafford Ave. Wayne, PA 19087 610-695-8748 |
© Mainline Business Trust • 175 Strafford Avenue., Suite one Wayne, PA 19087• 610-695-8748
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