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David Gene Neugart- Make Your Future

David Gene Neugart is the one of defining your financial goals, such as knowing when you will need to use your money and what you will be using it for, and then laying out a plan of action with specific steps you need to take to achieve those goals.

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David Gene Neugart- Make Your Future

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  1. David Gene Neugart Bits of Advice for Young Adults

  2. David Gene Neugart is a Financial adviser, I have spent a lifetime accumulating a solid educational background accumulating multiple professional licenses . About

  3. David Gene Neugart continue to take continuing education to keep abreast of the turbulent economic environment we are currently faced with. He find the most up to date relevant financial strategies to take advantage of these markets.He have a vast financial knowledge base and  welcome the opportunity to assist you with any and all of your financial affairs. All client engagements have the utmost attention to confidentiality and personal care. He have over 22 years experience.

  4. Wealth is the ability to fully experience life.

  5. Investment Advice Investment advice can range from a general recommendation as to what type of asset allocation model you should follow, to specific recommendations on which investments to buy and sell. Some financial planners also offer investment advice and investment management services in addition to financial planning. Ask a potential financial planner if they give specific investment advice or only offer planning services.

  6. Creating The Financial Plan The financial advisor synthesizes all of this initial information into a comprehensive financial plan that will serve as a roadmap for your financial future. It begins with a summary of the key findings from your initial questionnaire and summarizes your current financial situation, including net worth, assets, liabilities, and liquid or working capital. The financial plan also recaps the goals you and the advisor discussed.

  7. Our Recommendations Moderate-Risk: Mutual Funds High-Risk: Stock Market Long-Term: Real Estate

  8. Visit Us Twitter https://twitter.com/GeneNeugart YouTube https://www.youtube.com/channel/UC5db_g umPbrh29I2kmSNzwg/?guided_help_flow=5

  9. THANKS FOR YOUR TIME !!

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