Subscription Service

[private]For interested individuals we offer a membership subscription service on investing called, “The Effective Investor Coaching Membership.”  The online only service is provided at $17 a month. However, for clients who have money under management the Firm will waive the monthly subscription fee.  The Fee is charged to a clients Visa or Master Card on the first of each month for that month’s service.  It is a month-to-month service.

The Effective Investor Coaching Membership includes the following:

1.    Monthly video – The topics will include various financial issues such as IRA’s, 401(k)s, mutual funds, and investing.

2.    Monthly podcast – The topics will include various financial issues such as IRA’s, 401(k)s, mutual funds, and investing, but in a listen only format.

3.    Monthly Newsletter – The topic will include various financial issues such as IRA’s, 401(k)s, mutual funds, and investing, but in a written format.

4.    Monthly Economic Update – These are monthly free market updates.  This is a report on the most recent current events that can affect how investments will perform over the short term.  This is not a recommendation to change investments but rather a report to keep you informed as to what is going on in the market.  The report includes jobs report, pending home sales, service sector growth, Report on where the Dow, S&P500, and NASDAQ are at for the year.  Lastly this report will tell clients what stock market related events are coming in the next month.

Termination of Subscription Services

[/private]