Robert's General Services

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Research, Education, Seminars, Planning, Investments

• Engaged in financial research and education
• Development of business investment opportunities
  
• Seminars available covering selected financial aspects:
  • Achieving Your Future Financial Goals--Some Guidelines
  • Financing Retirement--How Much Do You Need and How Much Can You Spend
  • Top Investment Websites
  • Model Portfolios
  • Economic Indicators and Market Performance
  • Stock Screens
  • Picking Winning Stocks Using Web-Based Stock Screens and Leading Screening Criteria
  • Mutual Funds--Screens (Buying), Selling, Portfolios and Risks
  • When to Sell--Stocks and Mutual Funds
• We can also provide:
  • Investment opportunities identified to meet individual goals
  • Alternatives for achieving various levels of current income
  • A suggested financial plan based on objectives as determined from a detailed investment planning discussion
  • Lifetime financial management 

Background for Lead Staff Member