Gary Garland relates increasing airline baggage fees to those secret fees in a portfolio. Gary explains how an Integrated Wealth Solutions portfolio risk analysis helps find bloat and redundancy inside of financial plans. Gary also contests the idea of the worst of the market volatility being over with, given the political climate and some trends he has seen. He also describes his next two financial seminars in June.
Come to the next First Friday in the Integrated Wealth Solutions education center and meet Gary and the team. There is light food and drinks at this complimentary happy hour event from 3-5:30 p.m. on June 6th. They also have educational dinner seminars in June. Call the office or email info@iwfamily.com to learn more.
Click here to schedule your free conversation with Gary for a comprehensive review on tax reduction, investment optimization, and improvement or call 732-751-4677.
Listen to “Your Retirement, Your Way” with Gary Garland every Sunday at 8 a.m. on 92.7FM/1310 AM WOBM and wobm.com. Have ideas or questions for the show? Email info@iwfamily.com or send Integrated Wealth Solutions a message on Facebook!
See omnystudio.com/listener for privacy information.
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