Nashica McRath - Financial – Investments

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Take Initiative

When I review a clients portfolio and I realize based on the information they have told me and the goals they have indicated that the funds in this portfolio are for, they maybe in the incorrect investments. I think will be sure to communicate that to my clients, and let them know it is based on the information they have given to me, which will include, their level of risk tolerance, goals and use for these assets, and the time horizon we are working within. I will also communicate when I see that a client is in the appropriate investments. Thank You.

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