Dec 14, 2013
This Week's Busy Box:
New Video: Spencer McGowan on Creating your Investment Plan.
ASSET CLASS DISCUSSION FOR 2014
This Week’s Package Includes: Market Commentary
Investment Information
To receive the entire package, please call our office at (214) 720-4400 or click/touch here to Request a NetWorth Radio Package.
The Next Step: To schedule your 2013 planning session, call (214) 720-4400 or Set an Appointment. Complete our questionnaire to start your plan with specific insights and recommendations and performance tracking. For more information on our performance tracking software, visit Advent. Thank you for taking the first steps to upgrading your investment plan! Minimum consolidation is $500,000 during your first year of working with the McGowanGroup.