Show them this picture From 361 Capital
“There is a very easy way to return from a casino with a small fortune: go there with a large one.”~ Jack Yelton
For Our Clients
Please take a moment to complete the Client Satisfaction Survey distributed to all clients at the beginning of the month. Your responses will help us better understand what we are doing right and where we need to improve our service.
After October 15 is a good time to confer with your tax preparer on projected income tax liability for 2013.
I am pleased to welcome Kyle Sheldon-Chandler as a part-time financial planning assistant. Kyle’s contact info is at the right.
Check out our new MW Investment Strategy FB page and”like” us.
Our 2013 ADV, Part 2, annual disclosure document is available for download here: Part 2 2013-01-31
Note our new fax number (877) 888-1789