Does Your Portfolio Need A Second Opinion In This Time Of Uncertainty?

By Joe Vitale

Have you been feeling stressed about your current investments or financial situation in general? Between a global pandemic, economic worries, and political uncertainty, it’s no surprise that we are seeing increased market volatility. All of this uncertainty may be causing you to wonder, “How will this affect me?” or “Will my portfolio recover?”

You might be worried if your money is in the right place or concerned about making a wrong move. We’d like to take some of that worry off your shoulders by offering a complimentary second look at your portfolio and investment strategy to see if there are other options for you to consider.

A Second Look Can Be Worth It

Emotions are understandably high, and we all know that making emotional financial decisions doesn’t always end well. That’s why you need a partner, someone who knows you, understands your goals and needs, cares about you, and treats you like family. Times like these need a personal touch, which you won’t get just anywhere.

We invite you to meet with us for a while, virtually or face-to-face, with no obligation. We’ll take a look at your financial goals and needs and review your current plan, 401(k) accounts, and investment portfolio so we all can see the full picture of where you stand and whether your current plan lines up with your risk tolerance and objectives.

We can answer any questions you may have and address your concerns, including:

⦁ How do I know what my risk tolerance is?
⦁ Is my portfolio built to withstand market turmoil?
⦁ Am I on track to retire on time?
⦁ What changes do I need to make to reach my long-term goals?
⦁ Are there any other options I should consider in this market environment?

We Are Here For You

Don’t just push your financial worries to the side. Now is an ideal time to make sure your money is working for you. Do you want to rest easy, knowing that your portfolio can support your goals? We at American Retirement Advisors would love to be your shoulder to lean on in the midst of this crisis. Call us at (855) 756-5700 or email joe@aradvisorsinc.com to set up a complimentary introductory appointment.

About Joe

Joe Vitale is president and independent advisor representative at American Retirement Advisors, Inc. With over 30 years of experience in the financial industry, Joe specializes in wealth preservation and distribution, helping his clients protect their hard-earned money from market downturns and the cost of long-term care. As a fiduciary, Joe cares deeply about putting his clients first and serving their best interests. Joe resides in Lapeer County, where he is involved with and supports numerous local and national charities. He enjoys spending time with his friends and family, including his 5 daughters and 3 grandchildren. In his spare time you can find him relaxing in the country with his family or trying to better his golf game, which needs some help! To learn more about Joe, connect with him on LinkedIn.