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Wonder if your money is working for you? We’ll review your entire portfolio and show you just what is happening, and what should be happening.
Get a complimentary analysis of your current portfolio. We’ll compare your current portfolio to your target asset mix so you can evaluate areas that may need adjustment. Get your investments on track. We’ll suggest an investment mix to help you to better align your portfolio with your goal.
NEWS 10 “NEW YEAR, NEW YOU” 2020
Gary Frontiera, the CEO with Sterling Retirement Group of Sacramento tells you how to bring in the New Year 2020 with your financial goals intact.