We offer you a complimentary,no obligation Risk Assessment Report, where we provide third party analysis of their current investments,personalized income projections,and ideas for immediate implementations.We look forward to our initial visit and finding out how we can help you get one step closer to your financial goals.
We offer Free 30 minute one-on-one time strategy session to find out which of the portfolio model is the most apt for you. The FREE strategy session includes :
- 30 minutes of interaction with our expert
- A quick assessment of your current financial situation
- A discussion of your most pressing financial question
And finally we analyze and recommend the actions that must be taken to address your current financial situation.
Retirement plan consultation
To introduce you to the integrated financial expertise of Fincun, we offer a complimentary retirement consultation.If you would like an opportunity to discuss your path to retirement and our investment management services with a Fincun professional,please contact us.We would be pleased to schedule either a telephone conference or an in-person meeting.
Investment report card
A successful portfolio strategy aligns key elements including asset allocation, risk tolerance, fees, efficient vehicles, performance,and more.Are you being charged hidden fees ? Does your allocation match your risk tolerance? Often perception does not match reality.Or worse, reality does not match your objectives.The ultimate goal of the Fincun investment experience is to merge your needs, objectives, and expectations with portfolio composition and performance. After discussing with you we will hand over to you your investment report card which is the first step towards a winning strategy.