Any new client that hires My Portfolio Guide, LLC will receive a 10% management fee reduction and My Portfolio Guide will donate an additional 5% back to The National Pancreatic Cancer Foundation every year.
My Portfolio Guide, LLC is a Registered Investment Advisory firm serving investors nationwide. The firm has grown organically by serving individuals and business owners using a high touch and personal approach. Leveraging the strongest names in the financial industry and numerous resources allow the firm to offer a truly unique and valuable experience to each client. AFter a complimentary Portfolio Review and Analysis with specific recommendations, prospective investors quickly learn how different their approach is compared to the rest of the financial industry. They are not driven by sales quotas or commission based goals; the firm’s primary focus is on taking pride in their fiduciary responsibility to their clients. They actively look to the lower expenses and investment fees and truly listen to what is important to each client and what makes them unique.
It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” – Robert Kiyosaki
Among the services they provide: Retirement Planning, Investment Management, 401(k) & 403(b) rollovers, Life Insurance, College Planning and much more. They can serve as the leader on your “financial team” or work closely with other professionals that you already have in place.
Unwavering Ethics, Superior Discipline, Unsurpassed Value
Working with the National Pancreatic Cancer Foundation allows My Portfolio Guide, LLC to make a difference with ongoing donations to an outstanding organization that is making an impact towards curing this horrible disease. If you have any questions or would like to discuss your personal situation in more detail please contact them directly at: