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Michael Traxler Wealth Management , LLC (New Prague, MN)
| Ad Type: | Wanted | |
| Posted: | 2017-08-22, 07:25PM | |
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Whether you need our help with financial planning or you just wanna get a 2nd opinion on your investments, then you're at the right place. For financial planning, take advantag of our complimentary 5-Point Financial Check Up? This gets the ball rolling and uncovers opportunities and/or risks that may need to be addressed. For investors, let's take an inventory. What do you have now and how is it doing? Is it performing to your expectations? What risk level is it currently at and what should it be? How much in fees are you paying? What is the goal and what strategy may work best? We can advise on your IRA accounts, your individual and joint investment accts, as well as any trust accounts. We can also review beneficiarys and discuss any pensions and social security you have coming. With a sound financial plan and investment strategy in place, we think the odds of reaching your financial goals increase dramatically, along with the added benefit of lower stress. What's not to like about that? Contact Us to start the conversation! Best Regards, Michael Traxler Wealth Management, LLC Advisory Team [email protected] 952-758-8060
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