Choosing the Best Investments
December 13, 2016Planner: 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