Richard P. Reiser Jr.
(504) 888-9929
rreiser@reiserfinancial.com
My value proposition to you is:
- From 1991 to 2010 the average mutual fund had a return of 9.9%*. The average investor in mutual funds made 3.4%.( Source: Quantitative Analysis of Investor Behavior by Dalbar, Inc. and Lipper.) We can sit down and explore how this happens.
- At Avantax Investment ServicesSM we have the a planning tool that will help us see if you are on target for your financial goals. A graph will help us see over the years if your money is going to last and allows us to monitor it and make changes as needed. The bottom line is-you either you have a plan or....you don't.
- At Avantax Investment ServicesSM we also have The 8 Wealth Management Issues that is a comprehensive financial planning guideline to help you with life's issues. I find that on average individuals are vulnerable in 3 of these areas.
- Lastly, preparation of taxes and tax planning are an integral part of finances throughout your life and I can help you save money with proper planning and investing choices.
Investments are subject to market risks including the potential loss of principal invested.
*The rates of return shown above are purely hypothetical and do not represent the performance of any individual investment or portfolio of investments. They are for illustrative purposes only and should not be used to predict future product performance. Specific rates of return, especially for extended time periods, will vary over time. There is also a higher degree of risk associated with investments that offer the potential for higher rates of return. You should consult with your representative before making any investment decision.