Seven Questions To Help Investors “Do Well by Doing Good” in 2012
How well prepared are you to manage your wealth in 2012? Take this brief, confidential survey to find out the most important factors facing successful investors today and more importantly, to develop a robust wealth management plan for tomorrow.
In appreciation of your time, a $20 contribution will be made to Junior Achievement for completing this survey.
At the end of the survey, you can also elect to receive a confidential one-hour phone consultation, if you wish. Simply complete the contact form at the end of the survey and I will contact you promptly to discuss your questions and concerns about your unique environment.
Why should you assess your wealth environment?
Economic, political and financial considerations have changed considerably since 2010, having a profound effect on wealth management. My Wealth Assessment Survey revealed that in 2010, developing an investment strategy was the most important factor influencing short-term decision-making and long-term goals for wealthy individuals and families.
What are the most important factors facing you and other high net worth investors in 2011? Take this brief survey to uncover the most important factors facing high net worth investors today, and more importantly, to plan for a favorable wealth environment tomorrow.