AMR Complimentary Portfolio Review

<p>To kick-off the 2022, Chris offers AMR’s Complimentary Portfolio Review (a limited time offer).</p> <p>The Complimentary Portfolio Review is a two-meeting process. In the first meeting, information about your finances and goals is reviewed. AMR puts together a thoughtful analysis. In the second meeting, we indicate what is working and potential areas for change.</p> <p>If you recognize any of the following, then you may benefit from a complimentary portfolio review:</p> <ul> <li>Are you a do it yourselfer? Do you want a second opinion to see if things should be done differently?</li> <li>Do you have a robo arrangement, but need/want more attention?</li> <li>Are you working with another advisor and need/deserve more attention? If you advisor trying to sell vs. acting as a fiduciary?</li> <li>Do you want a second opinion? Are you worried about the markets? Are you not used to handling financial life alone? Are health issues starting to interfere with ability to make sound decisions?</li> </ul> <p>There is a lot to consider when doing it on own. It can be overwhelming knowing what to pay attention to if you are not a financial professional.</p> <p>To take advantage of AMR’s Complimentary Portfolio Review, reach out AMRfinancial.com, call 866-771-8901, or email radio@AMRfinancial.com.</p>