Smart solutions for retirement assets in a few steps.
This is the concept surrounding the Fiduciary Focus Dynamic Asset Allocation System.
The system is fitted to your existing client base and is designed to take a more active role in guiding and actively advising clients on asset allocation with a stocks/bonds strategy set.
Price: $4580 annually
If you would like to discuss specific ideas or to learn more about the system, then please feel free to contact me at:
terrygrennon@fiduciaryfocusllc.com
Asset Allocation
Attached are the details of the Fiduciary Focus active asset allocation approach:
