WEALTH MANAGEMENT with YOU as a priority.
It's #financialplanningmonth... So, we want to invite you to think about these things and start setting up your own plan.
1 - Do you have a financial plan?
2 - How far ahead is that plan thought for?
3 - Are you diversifying assets and investments as part of the plan?
4 - Are you accounting for inflation and changes in the national and international markets?
Happy #FinancialPlanning Month!!!
CONTACT US
Main Office
252 Ponce de León Ave.
City Towers Suite 1403
San Juan, PR 00918
PHONE
787-395-7325
©2019 by Lyon Bern.
Disclosure: Lyon Bern, LLC is a Registered Investment Adviser and is in the business of consulting and advising its clients in wealth and asset management. Each client's diversification between Lyon Bern's portfolios will be made individually and based on the client's Investment Policy Statement. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product referred to directly or indirectly in this document will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Lyon Bern, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional investment advisor. A copy of our current written investment advisory agreement discussing our advisory services and fees is available for review upon request.
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