Do you provide a free consultation?

[private]Yes he does provide a free initial consultation.  Mark calls this the investor inventory where he discusses your goals, objectives, desires and values.  Mark will go through the 20 must answer questions every investor should know.  This discussion is also where he collects the necessary data to complete your free market investment analysis (FMIA.)  This analysis will give you a good diagnostic measure of your current investment portfolio.  The FMIA will uncover the following important information about your investments.  

1. Your true total expenses charged each year on your portfolio and how to lower them. 
2. Your portfolio performance to determine if your account is doing better or worse than comparative benchmarks.
3. The Standard Deviation or “risk” of your current mix and how to lower your risk. 
4. Your Overlap and Style Drift of your current holdings to help you learn what your current asset categories REALLY looks like. (What your diversification really is)

The next step is to request Mark’s Investor Awareness Guide and 7 deadly investor traps CD.  Mark will discuss some of the information contained on the CD and guide.  You can use the form below. [/private]