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We prepare a new free guide each month to help you focus on unique opportunities that we feel exist in the investment community and could be beneficial to both their short term and long-term goals. With over 70 years of combined experience in the financial industry, our team prepares investment portfolios designed with the goal of preserving and growing wealth while meeting our client’s income needs.
Our Guides Will:
Keep you up to date on market trends.
Educate you on national and global market conditions.
Provide you with the knowledge to make smart decisions that will affect your current and future wealth.
About This Months Guide:
The Importance of having a Back Up Plan if you’re a Do It Yourself Investor
If you’re a do it yourself investor, than you’ve spent time understanding how the stock market works so you can develop a sound strategy that has helped you build wealth over time. Along the lines, however, it’s important to have a back up plan in case you become incapacitated or ill, and aren’t able to manage your portfolio properly. This month, The Armstrong Advisory Group has written a new guide to help you in this regard because there is lots to consider beyond just financial strategy. There’s long term care, estate planning and taxes to be concerned about. Fill out the form on this page to download your free guide.