Broker Check

Free Portfolio Review and Coffee

When the stock markets turn as volatile and confusing as they have this year, and our political leaders cannot agree on the time-of-day, even the most patient investors may come to question the wisdom of the investment plan they have been following.

At Hornstein Financial, we have seen a lot of difficult markets come and go.  And we certainly can empathize with people who find the current environment troublesome and disturbing.  We would like to help, if we can.  Here is what we offer:

A Cup of Coffee and a Second Opinion

We’ll set up a convenient time for you to come-in to talk.  We will ask you briefly to outline your financial goals—what your investment portfolio is intended to do for you.  Then we will review the portfolio for and with you.

If we think that your investments continue to be well suited to your long-term goals—despite all the market and political turmoil—we will gladly tell you so, and send you on your way.

If, on the other hand, we think that some of your investments no longer fit your goals, we will explain why, in plain English.  And, if you like, we will recommend some alternatives.

Either way, the coffee is on us.