VIDEO: Filling the Gap: The Impact of Our Group Sponsored Financial Advisory Program - Part 1

by Dan Dorval & Leah Woodly

Many people are in a position where they make good money, but don't necessarily fit the requirements for a typical wealth manager who has asset minimums.

The Group Sponsored Financial Advisory Program assists individuals like these who just want to know if they are on track and what thy should be doing to accomplish their quality of life goals. 

In this video, we discuss cases where our Group Sponsored Advisory Program had a significant impact in helping to provide employees with answers to their most pressing concerns.

This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.