Complimentary Portfolio Review & Risk Assessment
As part of our local commitment to the Eagle Community, Western Financial is offering a complimentary portfolio review and investment risk assessment to fellow chamber members.
This no-obligation session can help you:
We will begin with a brief 15-minute call to discuss what you may need to provide and ensure we can genuinely help. From there, your full review will be conducted via Zoom or in person at our Eagle office, whichever you prefer.
Appointments are limited.
Thanks,
Steven Levenson
Executive Vice President
Western Financial Corporation
(208)392-0071
steven@westfincorp.com
This no-obligation session can help you:
- Understand your current mix of (stocks, bonds, and cash) and how it aligns with your financial goals.
- See how your portfolio might respond under different market scenarios
- Evaluate potential gaps in being over-diversified which may potentially cause underperformance
- Understand how much risk is in your portfolio and how it compares to the appropriate benchmark(s)
- Gain perspective from a fiduciary, family-owned and operated firm with deep roots in wealth management
We will begin with a brief 15-minute call to discuss what you may need to provide and ensure we can genuinely help. From there, your full review will be conducted via Zoom or in person at our Eagle office, whichever you prefer.
Appointments are limited.
Thanks,
Steven Levenson
Executive Vice President
Western Financial Corporation
(208)392-0071
steven@westfincorp.com
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This Hot Deal is promoted by Eagle Chamber of Commerce.
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