Investment/Financial Planning--Reminder!

For all my clients, I invest the money they have in accounts under my advice/management.  I also provide investment/financial planning services, and it's included in my investment advisory fee.  But not all my clients make use of that valuable service, so here's a reminder...

Do you know the following?

• how much to save
• which accounts to use
• what investments to make
• whether or not to save for college
• how much insurance for disability, life, and/or long-term care
• what pension and social security income are you going to receive
• should you buy or rent your home
• should you buy or lease your car
• do you really need to save for college
• what to do with inheritance, or proceeds from sale of a business

Let me help you get on top of all of this.  You're paying for investment advice, and I am including overall financial advice so we can be as successful as possible.

Thank you!

--Gary Partoyan

Potomac Wealth Strategies, LLC
1800 Diagonal Rd., Suite 600
Alexandria, Virginia  22314
(703) 746-8195
(855) 347-9483 fax
Garo.Partoyan@PotomacWealthStrategies.com