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Ready to Talk?
Whenever you are ready...here are three ways we can help you gain clarity and act with more confidence and direction:
- Want a free Investment Review? Our investment team will look at key indicators related to your portfolio and provide comments on observed portfolio strengths, weaknesses and/or vulnerabilities. Just email Cathy Wegner, Director of New Client Engagements at cathy@janiczek.com with “Investment Review” in the subject line.
- Want a free Retirement Review? Our retirement specialists will examine your path on the Stages of Financial Freedom and provide useful comments and observations based upon their findings. Just email Cathy Wegner, Director of New Client Engagements at cathy@janiczek.com with “Retirement Review” in the subject line.
- Ready to meet with us to pinpoint exact ways to upgrade your support and results where you need it most? Just email Cathy Wegner, Director of New Client Engagements at cathy@janiczek.com with “Let’s Talk” in subject line or call her directly at 303-339-4480 to begin the conversation and set up a Discovery Session with our pros.
*This offer/invitation is limited to prospective clients who are currently qualified for our services (over $1 million investable assets) or will be qualified for our services, in the next 5 years, via an expected/planned liquidity event (business/property/asset sale, retirement, etc.).
Ready to Talk?
Whenever you are ready...here are three ways we can help you gain clarity and act with more confidence and direction:
- Want a free Investment Review? Our investment team will look at key indicators related to your portfolio and provide comments on observed portfolio strengths, weaknesses and/or vulnerabilities. Just email Cathy Wegner, Director of New Client Engagements at cathy@janiczek.com with “Investment Review” in the subject line.
- Want a free Retirement Review? Our retirement specialists will examine your path on the Stages of Financial Freedom and provide useful comments and observations based upon their findings. Just email Cathy Wegner, Director of New Client Engagements at cathy@janiczek.com with “Retirement Review” in the subject line.
- Ready to meet with us to pinpoint exact ways to upgrade your support and results where you need it most? Just email Cathy Wegner, Director of New Client Engagements at cathy@janiczek.com with “Let’s Talk” in subject line or call her directly at 303-339-4480 to begin the conversation and set up a Discovery Session with our pros.
*This offer/invitation is limited to prospective clients who are currently qualified for our services (over $1 million investable assets) or will be qualified for our services, in the next 5 years, via an expected/planned liquidity event (business/property/asset sale, retirement, etc.).
Download Janiczek’s Most Popular Guides
While you will likely hire us to handle most of the details, it never hurts for you to become more aware of the important concepts, tools and techniques used to achieve certain financial planning, retirement planning, portfolio management or wealth management objectives. This is why we are offering FREE guides at no cost or obligation to you.
Use the guides as a resource for yourself and… when the topic comes up in conversations with colleagues and friends…
let us know and we’d be happy to give you a copy to give to them.
For more Informative Guides click here
Want to Discuss Your Situation?
A simple conversation with one of our advisors may help you best sort out your needs and next steps. We’d be happy to confidentially chat with you. Just let us know when you are ready.
Call Now: 303-721-7000. Or submit request:
