Financial Self Defense: Archvest Knowledge Base

John Wenzel | Archvest Wealth Advisors | Feb 3rd, 2016
Category: Archvest in the News

When speaking with a financial planner or investment professional not only is it important to know the right questions to ask, but it is also critical to know the “red flags” to look for. This video provides an overview of some of those “red flags.”

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A golfer wouldn't play a course with just one club in his bag. In the same way, asset classes help you diversify and optimize your portfolio.

Think of us as your personal quarterback to help you navigate and mitigate the blindsides of life.

A great chef tastes as he cooks for the best result. A great financial planner checks in to make sure you're on course and adjusts along the way for the best result.