Services
Portfolio Review or Lifestyle Analysis by Ivy H. Menchel, Family Wealth Advisor
- Item Number
- 122
- Estimated Value
- 1000 USD
- Opening Bid
- 250 USD
Item Description
Portfolio Review or Lifestyle Analysis by Ivy H. Menchel, Family Wealth Advisor
Are you on track for financial independence? Many people are uncertain whether their resources are sufficient to support their retirement objectives. Quantify your particular situation through economic modeling. This can help you make informed decisions regarding which adjustments, if any, should be made.
Are you being adequately compensated for the investment risk you are taking? Many portfolios fail to achieve optimal results. Sophisticated analytical tools and technology can help you structure a portfolio in a manner consistent with your risk tolerance and provides a higher probability of reaching your goals.
Ivy H. Menchel, CFP®, CBEC®, CDFA®*, Private Wealth Advisor, Sagemark Consulting
Ivy Menchel is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.
She earned her BA in Psychology at the State University of New York at Stony Brook. She is a CERTIFIED FINANCIAL PLANNER™ practitioner, CERTIFIED BUSINESS EXIT CONSULTANT and CERTIFIED DIVORCE FINANCIAL ANALYST™*. She also holds FINRA Series 7, 63 and 65 security registrations and is fully licensed to provide Life and Health Insurance. She has been a guest speaker on television and radio talk shows and has been the presenter at many workshops. She is a member of many professional associations and is involved with several charities.
*Divorce financial analysis not offered through Sagemark Consulting.
Item Special Note
Certificate will be emailed to winner.
Expires June 30, 2020.
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