Receive A Complimentary Second Opinion on Your Portfolio
Our nationally acclaimed, award-winning advisory team at Legend Financial Advisors, Inc.® and our sister firm, EmergingWealth Investment Management, Inc. is offering you the opportunity to obtain a free “Second Opinion” on your investment portfolio’s construction and its ability to thrive in tomorrow’s financial marketplace. Many investors are seeking prudent advice and guidance during these uncertain economic times and over the long run, yet have little confidence that they will be able to achieve their financial goals, or even worse, fear they will lose their monies. During the challenging and volatile financial markets that persist, it is more important than ever to obtain a “Second Opinion”. If you call us to schedule a Webcast Conference Call or an in-person meeting, we will provide you with the following services free of charge and without obligation:
1. Consultation and review of your Investment Portfolio
2. An estimate of potential monies that can be safely withdrawn from your portfolio
3. A Risk-Tolerance Questionnaire
To obtain a “Second Opinion” regarding your portfolio, call us today to schedule a meeting or Webcast at (412) 635-9210 or (888) 236-5960. For more information on our advisors, click on the appropriate link. Diane Pearson, CFP®, PPC™, CDFA™, Jim Holtzman, CFP®, CPA, and/or myself, Lou Stanasolovich, CFP®, founder, President, CEO and CCO of Legend Financial Advisors, Inc.®