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Today's Deal: Comprehensive Wealth Management Group LLC

$99 Financial Consultation Package ($250 value)

May Purchase 1, May Gift Unlimited

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$99 Buy Button

Value

$250

Discount

60%

Save

$151
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The Fine Print

• Appointment required
• 24-hr cancellation notice required
• Limit 1 per person, may buy Unlimited additional as gifts
• Securities and Investment Advisory Services offered through Royal Alliance Associates, Inc., Member FINRA/SIPC
• Financial Planning Offered through Comprehensive Wealth Management Group, LLC
• A Registered Investment Advisor and Separate Entity from Royal Alliance Associates, Inc

Highlights

• Review of all investment accounts by a certified financial planner
• Review of all insurances with recommendations
• Printed and personalized asset-allocation model for the account of your choosing
• Review of your estate-planning documents

Description

Become Fiscally Fit in 2016

Do you own a business? Perhaps you need a more conservative portfolio than what is typically recommended for your age. Maybe you have a rather large purchase coming up, which would necessitate a change to your investment mix.



You may be able to find adequate investments yourself. But a Finanicial Adviser can offer additional assistance about what to buy, how to allocate your money, and how to shift those assets over time to protect your savings.



The next time you learn about a new investing strategy, a financial adviser can run the numbers and show you the pros and cons of that thesis. Whether it's a budget decision or a hot stock, a financial planner can offer friendly advice.



If you’re the type of person who doesn’t have the time, patience, or willingness to research the best courses to take with your finances, you can greatly benefit from having a financial planner working on your financial team.  Certified financial planners are trained professionals with a certification.



Investment management, asset allocation, asset location, estate planning, or tax planning are just some of the services they may provide that can add enormous value.

The Company

Comprehensive Wealth Management Group LLC
243 Main Street
Staten Island, New York 10307

www.cwmg-llc.com

(718) 980-3737


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