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I'm only going to announce this once, so please humor me for just a minute.

I added something new to my website, right smack dab in the middle of it, so you can't miss it. It gives you your personal investment risk tolerance number; kind of like your sleep number

It objectively and quantitatively calculates an investor's true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics. I liken it to the place where your definition of risk meets Big Data, but simplified into a a short, easy to glance report. And it's personalized!
 

Click on the logo below if you'd like to get a jump on it right now:


Better yet, I can import your current account holdings into the program and it will produce the EXACT risk number of your investment portfolio. We can even compare that to your personal risk number and objectively determine if you are potentially taking on too much or too little risk to meet your financial goals.

There are a few other amazing components; like a more detailed risk analysis questionnaire, Risk Number details, Investment Roadmap, Retirement Map, Risk/Reward Heatmap, Stress Tests, and more.

Bottom line, I think it adds a greater sense of purpose to my clients' investment portfolios. I am beginning to incorporate this into my investment management business and I'm excited to speak about the rollout with my clients.

Hey, I'm sure you'll agree that if I don't announce it, then no one's going to know about it.  And what good would that do anyone? The link is here or visit www.ClientFirstStrategy.com. So, check it out now for your personal risk number.

Thanks again for humoring me on this. Now, back to our regularly scheduled programming.

Thanks, 
Mitch 

 
I opened ClientFirst Strategy, Inc. because I believe that the only way to help my clients potentially achieve their goals is by offering unbiased advice & investment management expertise. To my clients, thank you for your continued vote of confidence. If you are not a client but would like to explore the possibility of becoming one, I invite you to call me directly, visit my website, join my email list, and/or connect with me on social media.
  
 
          
 To view articles and original content, click HERE.

Your thoughts are valuable! Email me to let me know what you think of this. I'll reply!
MGoldberg@ClientFirstStrategy.com

   
All the views expressed in this report/commentary accurately reflect our personal views about any and all of the subject securities or issuers and no part of our compensation was, is, or will be, directly or indirectly related to the specific recommendations or views we have expressed in this report. This material is not intended as an offer or solicitation for the purchase of sale of any security or other financial instrument. Securities, financial instruments, or strategies mentioned herein may not be suitable for all investors. Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue. Prices, values, or income from securities or investments mentioned in this report may fall against your interests, and you may get back less than the amount you invested. The information contained in this report does not constitute advice on the tax consequences of making any particular investment decision. You should consult with your tax adviser regarding your specific situation. Diversification is a method of managing risk and doesn't protect against loss in a down market. 
 
 

Mitchell O. Goldberg, AAMS, President | Investment Professional

OSJ Manager 

 

ClientFirst Strategy, Inc.

290 Broadhollow Road, Suite 200 E, Melville, NY 11747  

(D) 631-920-6622 (F) 631-920-6624 (C) 516-818-0338

mgoldberg@clientfirststrategy.com | www.clientfirststrategy.com

      

MissionStatement:

To financially empower our clients so that they can achieve their most

important goals and to confidently plan for the future that they envision.

  

- Asset Management:
~Asset Allocation Strategies 
~Unbiased advice 
~Strict mutual fund screening 
~Alternative investments 
~Retirement plans 
~401(k) rollovers 
~College savings plans 
~Donor Advised Fund/ Charitable Giving 
Insurance: 
~Life
~Long Term Care
~Disability Income
~Health
~Annuities, fixed & variable
~Life settlements

-Group Benefits:
~401(k) plans
~Group health plans




-
Individual Client Services: 
~401(k) plan review and advice
~Financial plans
~Specific goal planning

 

*Some services provided by close affiliations. Additional fees may apply.

Some fees may be lower or may be waived for clients.

 

 

Securities & Investment Advisory Services Offered through NEXT Financial Group, Inc., member FINRA/SIPC.

ClientFirst Strategy, Inc. is not an affiliate of NEXT Financial Group, Inc.