Right now people are collecting gains in the market but are at risk of losing those gains faster than they got them.
We can prevent you from losing your gains and producing a durable income stream that is low-correlated by market or interest rate changes that caused so many losses in 2008.
Now here, you’ll get to learn why traditional investing doesn’t work anymore and how it can affect you or others you know.
You’ll discover more about your portfolios basic needs, how we look at your portfolio and see if there is any neglect in it.
Lastly, you’ll learn why we’re the best durable income provider in the Oakland Area and how that can benefit you, your family and friends when advice is needed outside traditional investing.
We work in conjunction with your current financial adviser, to make sure you're getting the best advise from both the Main market brokers and the Non-correlated market brokers such as ourselves.
Contact us here at Zoellner Whole Financial PLLC.
Zoellnerwholefinancial.com, 248-886-8190 to ask about our investments
7655 Highland Rd, Suite 203, Highland rd, Waterford, Mi 48320