Thank You Purchasing Rich Warner's Fund and Personal Investment Portfolio Review and Consultation!
Rich Warner will be contacting you shortly by phone, or if you prefer, by email.
To prepare for our first discussion, please send me an email with the following information:
1) A list of the funds that currently comprise your investment portfolio and the percentages allocated to each, as a percentage of the whole.
2) A short list of funds (maybe 2 or 3) that you had questions about. (These can be funds that you already own or were considering investing in).
3) What this investment portfolio is for? (a college or retirement savings plan, for example)
4) What is your investment time horizon? (i.e. in how many years will you need to start drawing down the account to pay for an expense)
5) Include a phone number where Rich Warner can reach you at - or state whether you prefer to correspond by email instead.
Send this preliminary information to Rich Warner at:
Richard@WealthMaxBuilder.com
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