- nVest Advisors

Q: What can I expect from my free consultation?

You will meet with Jeremy for 30 minutes. This will be an introductory call, where you will discuss your background, current financial status, financial and investment goals, and current investment portfolio, if you have one. Jeremy will provide high-level opinions and recommendations about your goals and your portfolio. This will be a high-level discussion and will not go into specifics but will give you a rough idea on next steps and action items to meet your goals.

Q: I'm worried about an upcoming recession. What can I do to secure my portfolio?

Our investment methodology takes into account macroeconomic trends and adjusts portfolios accordingly. What you can do depends on your portfolio makeup, your risk appetite, and other factors. For those with managed portfolios, we recommend scheduling a call with your investment advisors to understand the specific impact to your investments. For DIY investors, we recommend understanding how sectors you are bought into will be impacted by upcoming economic trends and adjusting accordingly. For specific tips, you can check out our blog here or Jeremy's personal blog at Think Like a Rich Guy .

Q: What can I expect from your financial planning services?

We discuss your financial goals, your current lifestyle and expenditure, your current accounts, and more. Then, we will devise a tailored, action-based plan, which will include details on spending and saving goals, what types of accounts to open, and much more.

Q: I already have a financial plan. Can you help me implement it?

Yes! While every client's scenario is different and we reserve the right to review before we commit to a service, we highly recommend signing up for a free audit so that we can provide additional insight and start implementing it.

Q: Are there any income or minimum portfolio requirements for your services?

No, our investment advisory services do not have any income or minimum portfolio requirements. For our premium investment advisory services, we have a $100K portfolio minimum.

Q: What can we expect from your financial education offerings?

Over the next few months, we will be releasing courses, webinars, and trainings offering financial guidance, investment knowledge, and actionable and specific recommendations. All of these will be virtual and accessible to everyone in the United States.

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info@nvestadvisors.com

Mon-Fri: 9:00 AM – 6:00 PM

888-852-0702

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118 North Tejon Street

Suite 305

Colorado Springs, CO 80903

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What can I expect from my free consultation?

I’m worried about an upcoming recession. What can I do to secure my portfolio?

What can I expect from your financial planning services?

I already have a financial plan. Can you help me implement it?

Are there any income or minimum portfolio requirements for your services?

What can we expect from your financial education offerings?

WORK WITH US

GET SUPPORT

FIND US