Choosing the Best Investments

Planner: Daphne via Helpline Consultation

Problem: Wanted to learn how to choose the best investments during her company’s annual investment selection time.

Suggested Action Steps: I explained the different investment options and helped her see how her current mix of 100% stocks was way riskier than she understood or wanted.

Results: She changed to a more appropriate mix for a retiree.

Testimonial: “Thank YOU Daphne…it was good talking with you and I now am confident and happy about this decision…was having some sleepless nights. You have a wonderful day!” -Anonymous

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