Suffering in silence?

Ever wonder why some people are perfectly calm during market swings…

While you’re left wondering what’s going on? And what you should do next?

If you’re 100% happy with the advice you’re getting and totally relaxed about your portfolio – feel free to delete this email and move on.

But if you’ve ever imagined what it would be like to feel fully prepared for the future, I have a simple offer:

Would you like another opinion on your portfolio?

No obligation and no judgment.

I’m offering a quick check-in to see if there are any red flags in your strategies you should be worried about.

If so, just send me an email, and I’ll find a time for a quick phone meeting with you.

It’s that simple.

Markets are extremely challenging right now and a recession could already be here.

We don’t know when and how it will strike but economists don’t think it’ll look like the recessions we’ve had before.

I’m not saying that to scare you.

I’m saying it because the decisions you make now could make the difference…

…between retiring on time (or taking that amazing sabbatical)…

…and being stuck grinding it out for even longer than you planned.

Today’s recession uncertainty is real.

I want you to have the information and the support you need to make excellent decisions for yourself and your family.

It’s worth a quick meeting if you’re not 100% confident in what you’re already doing and what you should do next.

Even if you’ve already got an advisor.

Even if you’re mostly okay with your current portfolio.


Because it’s smart to get a second opinion. Especially today.

I’m not knocking your current advisor. I might even know them.

But if you have questions you’re not sure how to ask, or concerns that are bubbling in the back of your mind, I’d like you to take me up on my offer.

A quick conversation to dive into your situation and look for any red flags.

No obligation.

No judgment.

Just email me at to let me know you’d like to talk, or click here to select a time on my calendar.

To your success,



“Information is the resolution of uncertainty.”
– Claude Shannon

Wealth With No Regrets ® is an investment advisor in Georgia. Wealth With No Regrets ® is registered with the Securities and Exchange Commission (SEC). Registration of an investment advisor does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Wealth With No Regrets® only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Wealth With No Regrets’® current written disclosure brochure filed with the SEC which discusses, among other things, Wealth With No Regrets’® business practices, services, and fees is available through the SEC’s website at: These materials are for informational purposes only. It is not intended to provide, and should not be relied on for, any tax or legal advice. Please consult a qualified professional before making decisions about your financial situation. Any reduction in taxes would depend on your specific tax situation. Investments in securities entails risk and are not suitable for all investors. This is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction. The information contained in this material is believed to be reliable, but accuracy and completeness cannot be guaranteed; it is not intended to be used as the sole basis for financial decisions. It is important that you do not use email to request, authorize or effect the purchase or sale of any security, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed. Content prepared by Snappy Kraken.

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