4. The 45 Day Follow Up Meeting With Premier Wealth Advisors, Inc.

Описание: The 45-Day Follow Up Meeting
Because of the amount of paperwork generated when money is transferred and multiple accounts are involved, it is natural to feel overwhelmed in the weeks following the implementation of the investment plan. During the 45-Day Follow-Up Meeting, we will help you completely understand and organize all of the financial paperwork with a system set up to keep it organized moving forward. This system will help you keep a clearer picture of your finances and help you continue to make informed decisions. 

At this time, if there have been any personal, professional, or financial changes in your life since our last meeting, we can make adjustments to the wealth management plan accordingly.
Additionally, while you will be able to see short-term progress as a result of the investment plan in action over the last 45 days, what is truly important is not investment performance over any isolated period, but achieving your goals over your lifetime. In the short term, no one can know with any accuracy which way the market will move. However, in the long term, by making prudent decisions, we can maximize the probability of your success.

If you're in need of a financial advisor for questions, please reach out directly to
Jack Gelnak, JD, AIF®
[email protected]
(818) 888 4646