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CLIENT TOOLS

Cleveland Clinic Savings and Investment Plan

EMH Regional Healthcare

University Hospitals 403(b)

St. John West Shore Hospital 401(k)

Sherwin-Williams

 

ACCOUNT ACCESS

Shareholders Group

Fidelity Net Benefits

Schwab Alliance


 

 

Hiring a Financial Advisor is

an Awesome Responsibility.

 

You know you need the right financial advisor.


With integrity....


One who is technically competent...


And adds value to you and your family.


Are you perfectly happy with the financial advice you have been getting over the last couple of years? Do you know exactly how much money it is going to take for you to be able to retire comfortably and to remain comfortably retired?

Are you concerned with the erosion of capital in your 401(k)/403(b) or investment portfolio? Do you want the security of hiring a financial advisor who is a seasoned professional?

Have you been told to just "HANG ON" all the way down? Would you sleep better at night if you were confident your financial advisor had a plan that can control downside risk while getting the lion’s share of the market's upside?

If you are still reading, may I recommend you consider Roger S. Balser and Balser Wealth Management, LLC as your next financial advisor?
Roger S. Balser and Balser Wealth Management, LLC can help you transform your 401(k), 403(b) or investment portfolio. We are an alternative to your current stockbroker or financial planner. We help you manage your stock, bond and mutual funds investments as well as your 401(k) or 403(b) at work. This is not a computerized pie chart asset allocation. We provide you specific recommendations. We tell our clients exactly what to buy, what to sell and most importantly we tell them when to sell it.

Are you serious about gaining control of your 401k), 403(b) or investment portfolio?

Look no further, call 440-934-3114 or email :info@balserwealth.com and let's have a conversation.

 

 

 
 
   
     

Balser Wealth Management, LLC
36873 Harriman Trail — Avon — Ohio 44011
Phone: 440-934-3114— Mobile: 440-610-3012
Email: info@balserwealth.com
© 2005 - 2011 Balser Wealth Management, LLC

All Rights Reserved

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