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Personalized review of investment goals, risk tolerance and time horizon
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Appraisal of current investments, tax posture and capacity to save
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Recommendations for portfolio construction going forward
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Periodic monitoring of results and suggested portfolio revisions
FEE ONLY BASIS
3031 Habersham Way, N.W.
Atlanta, GA 30305
USA
lon@neeseadvisory.com
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Cell: 404.290.0937
Home: 404.262.1609
Fax: 404.233.7926
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©2014
Neese Advisory Services ®
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