Portfolio Check-up

I am concerned about what is happening to your money. Investors are not adequately equipped to handle this environment of:

• Stock Market Risk
• Lay-offs
• The effects of the on-going mortgage crisis.

In order to navigate through this environment, you must take a prudent approach. Over 100 years of History would suggest that what has been effective in the past might not be so in the future.

I help teach my clients prudent principles of money. If you want to think effectively, consider working with me to help you manage your investments and finances.
I can accomplish this in 1 of 2 ways.

• I can invest and manage money for you. Read further about the Prudent Money Management Account.

(Please provide a brief description of your investments and or finances – All inquiries are answered within 24 hours. We ask for your phone number because prudentmoney replies can get caught in e-mail Spam Filters. We want to insure that you get your request filled)

Additional reading

What’s worse the financial services business is broken. (read more about what’s wrong with the financial services business) The biggest problem with the financial services business is that equips financial advisors to sell investment products rather than manage investor’s money. (read more about the enormous difference between commission based advisors vs. fee based money management)

So, I want to invite you to do take two steps. First, read the above pieces on the financial services business. It is enlightening. Second, full free to send me an e-mail and get a second opinion. It is a simple process. You e-mail me as much or as little information about your advisor or broker recommended investments. Then I will reply back to you in an e-mail my opinions concerning the strengths and weaknesses of your plan.

If I think that the Prudent Management Process might be something that can correct the weaknesses, I will let you know that is an option in the e-mail. There have been many times when I am not an option because the plan was solid. I will let you know that as well. After that e-mail what happens next is up to you.

This is nothing more than an Ask Bob question. Helping educate people is what
I love the most. As a secondary benefit, you might decide to inquire about being a client. If so, I would welcome the inquiry. If not, that is OK as well.

If you were having health problems and were not fully at peace with your current Doctor’s treatment, wouldn’t you get a second opinion? Your financial well being is just as important!

Send any requests for a check-up to bob@prudentmoney.com.