Portfolio Review

More often than not, people choose investments based on their name, popularity, or past history, not what the investment is fundamentally designed to do.   Optimizing investments, to insure one’s portfolio is aligned with their goals and risk tolerance, is an essential part of financial planning. At Finley Davis Financial Group, we take a comprehensive look into your current portfolio and suggest better suited investments in order to accommodate you and your goals.

If you are an individual interested in Portfolio Review, please give us a call at 541-342-2224 to schedule an appointment.

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