Do your investments align with how you feel about investing? Are you worried that your investments are too volatile for your personality? Discovering your investment personality is the crucial first step towards designing and deploying a disciplined investment strategy. Take five minutes and find out if your investments are traveling at a speed that keeps you awake at night.
David M. Bonnichsen
B. Chemical Engineering, Georgia Institute of Technology
Our belief is that everyone deserves quality, affordable and disciplined advice regardless of their socioeconomic status. Our goal is to make a meaningful impact in your life every day and in return be the first call you make when advice and guidance is needed. Welcome to Phoenix, where you and your best interests are always first.