Inscrit le: 05 Mai 2016
|Posté le: Ven 7 Juil - 07:04 (2017) Sujet du message: Cheese Line To Boardroom
Why Work with Garry? He is a Registered Investment Advisor (RIA) meaning he is a Fiduciary, requiring that he always put his client’s interests ahead of his own. He is both Securities and Life/Health Insurance licensed, experienced and offers both areas of expertise to all clients. He teaches Financial classes bi-monthly to his clients and their guests. He uses a formula that indicates how much of your investments should be at Risk vs Safe based on your age and risk style. A Financial Coach and Registered Investment Advisor, Garry leads people through The Investor Coaching Process he created by combining a Nobel Prize winning investment philosophy, transformative wealth coaching, and empirical principals of investing. Garry works primarily with affluent small business owners, helping them grow, protect & distribute their financial assets. He conducts public educational seminars and gives talks at retirement centers, businesses and other locations on topics such as growing, protecting & distributing financial assets, catastrophic illness, long-term care, charitable giving, estate planning, life insurance, privatized banking, and investor coaching.
bound: 122 pages
publisher: CreateSpace Independent Publishing Platform (March 23, 2017)
isbn: 154489015X, 978-1544890159,
weight: 8.5 ounces