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1.)Risk Tolerance 2.) Goals for current investment accounts I.E. Produce income, Produce tax free income or tax advantaged income, Produce long or short term capital gains for items such as a major asset purchase, retirement, etc. 3.) Analysis of Performance of current invesment allocation compared to a relevant benchmark. 4.) Risk analysis of current allocation 5.) Cost analysis of current investment
Category: Financial Advisors & Services
Talk with Miami's Gay Psychologist, Dr. Gregg A. Pizzi about your concerns, get immediate feedback, and find out whether working with a Psychologist is right for you.
Category: Psychologists