Kunz Financial - Free 2-Hour Evaluation & Financial Plan
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Kunz Financial - Free 2-Hour Evaluation & Financial Plan
Free 2-Hour Portfolio Evaluation & Financial Plan for Business Owners
The Kunz Financial Group of National Bank Financial will provide a free independent evaluation of your existing investment portfolio as well as provide advice in terms of maximizing your risk-adjusted returns. We will also provide a basic financial plan which will include a 1-hour discovery meeting and a 1-hour presentation of your personalized financial plan and portfolio recommendations. During this process, we will be happy to answer all the finance or market-related questions you may have.
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