As a highly-respected professional, you have worked hard to get to where you are today. Your years and years of schooling and dedication to your craft should not be squandered by the improper management of your Investment and Retirement Portfolio(s).
You deserve the same quality and care that you provide to your patients.
At Balser Wealth Management, LLC we want you to live the best life possible and retire wealthy. One of the most effective ways to do this is by carefully monitoring your the vitals signs of your Investment and Retirement Portfolio(s). This allows us to possibly identify problems early and take measures to prevent them from becoming serious,and possibly life altering.
For example on October 5, 2007 we advised our clients to divest of all US Equities.
On October 15, 2007 International Equities as an asset classes were recommended to be liquidated.
On September 8, 2009 our clients were notified to reenter the US Market.
While monitoring the vital signs of the markets in July of 2012 we notified our clients that the US Housing market sector was beginning a recovery and advised exploring investments here.
To learn how we can help monitor the vital signs of our Investment and/or Retirement Portfolio(s) call 440-934-3114, or email:firstname.lastname@example.org
Physician Retirement Plans
University Hospital – St. Johns Westshore Hospital