Let me guess. You've got a 401(k), Roth IRA, a few stocks here and there, some life insurance, a 529 Plan, and a year's worth of New Year's resolutions to eat less and move more.
You've got a six figure income, German cars, punched cruise ship tickets, frequent flyer miles, an active social calendar, and a nice home in that cool place downtown or that quiet suburb with the nice restaurants and strong school system.
You've got the degrees and the student loans to show for it.
You're well educated. You've started a business. You're successful. Now what?
You don't feel like your money is doing all it could for you - right?
You hired an advisor to show you the way, but he keeps pushing "cash value" life insurance and something called an "indexed" annuity down your throat, along with the standard mutual funds you already have in your 401(k).
Are you ready for the next phase in investing?
Are you interested in building a million dollar portfolio?
If so, then...do the 1 - 2 punch.
2) Call us at 704.222.4162 and ask for the Million Dollar Portfolio - today
