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Tom Meaglia, ChFC®, AEP®,
CLU®, CRPC®, MSFS
Chartered Financial Consultant
Investment Advisor Representative
Chartered Retirement Planning Counselor
CA Insurance Lic. #0567507
Meaglia Financial Consulting
2105 Foothill Blvd., #B140, La Verne, CA 91750
Toll Free: 800-386-3700
Bus: 909-593-6105
Cell: 818-681-8600
Fax: 909-593-6120
Email: tom@meagliafinancialconsulting.com
Website: www.meagliafinancialconsulting.com
You see a doctor for a health checkup and a mechanic to keep your vehicle in top shape. Likewise, it is important to work with a financial professional to conduct a review of your investment strategy, making sure it evolves as your life changes.
Then review your financial goals. Have they changed? For example, you might want to retire earlier than planned, which may mean you need to put away more money or change your investment strategy. Or you could have encountered health problems, which may have temporarily slowed how much you invest.
Finally, review your portfolio. Is it still addressing concerns you may have had about inflation and interest rates? Have your investments shown any style drift or do they follow the same strategies? How have your investments performed in relationship to their benchmarks? How much have taxes affected your portfolio’s returns? How much do you pay in fees?
Or you may want to explore options to increase your potential net income once you reach your goals, such as a Roth IRA. Put these and other concerns in writing so you are prepared to ask the questions that are essential in any investment review.
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Investment advisory services are offered through Fusion Capital Management, an SEC Registered Investment Advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss.
Meaglia Financial Consulting and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.
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