Latest / Something More with Chris Boyd
A Money Makeover; Chris Boyd's Portfolio Review
7Has your life changed since you started your financial plan?
In this segment, Chris Boyd outlines a complementary offer to 10 listeners for a portfolio review and the creation of a financial plan. Chris is joined on air by AMR's Lead Financial Planner Scott Birmingham and Investment Advisor Representative Jeff Perry. The trio goes into detail regarding how a financial plan should identify your goals and objectives while balancing both priorities of performance and personal risk management. Chris explains a two-meeting process where the client's interests are paramount. Chris, Scott, and Jeff…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.