Get Free Help with Your Investing Challenges
Money is not a client of any investment adviser featured on this page. The information provided on this page is for educational purposes only and is not intended as investment advice. Money does not offer advisory services.
Has the volatile market caused you to flee stocks for the security of cash and bonds?
Are you close to 100% in stocks but thinking now it might be time to dial back?
Would you like to rework your investments to generate more income from dividends and bonds?
If so, we’d like to help.
For an upcoming issue, Money is looking for people who'd be willing to share their portfolio and financial situation in the magazine, in exchange for having a top-shelf financial planner examine their investments from top to bottom and come up with a full and personalized financial plan.
You must be comfortable sharing details of your personal and financial life (including your real names) and being photographed for the story.
If interested, please fill out the form below. Please tell us a little about your investment challenges, and also include a few details about your family’s finances, including income, approximate savings, and debts. All of this information will be kept confidential until we talk and you agree to appear in the story.
Everybody has an investment challenge, so let’s hear yours!
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Age
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Brief Description of Your Investing Challenge(required)
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