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Grogan Advisory Services, Your Financial Advisors

FREE and CONFIDENTIAL Portfolio Review

Our free and confidential portfolio review will analyze:
  • Do you know your current asset allocation?

  • Are you as diversified as you should be?

  • What sectors are you invested in?

Our free and confidential portfolio review will tell where your money is invested, are you over or underweighted, what sectors your invested in, and are your mutual funds and stocks doing what you expect them to do. Are you mutual funds allowing you the diversification you need?

Provide us information on your investment accounts to:
larry.grogan@groganadvisory.com

 

Provide us information on your investment accounts to:
larry.grogan@groganadvisory.com

or mail to:
Grogan Advisory Services
Private Wealth Management
1211 East Jackson Boulevard, Suite 3
Jonesborough, TN 37659

or call us at
423.926.6862 or 518.899.6090 for further details.

Feel free to review all of our available plans.

 

Fee based advisory services offered through Grogan Advisory Services, LLC., a registered investment advisor.

Non qualified withdrawals are subject to federal and state income tax and a 10% penalty.

The federal tax treatment of 529 Plans under the Economic and Tax Reconciliation Act of 2001 will expire after December 31, 2010 unless Congress extends the law.

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Grogan Advisory Services
Private Wealth Management
1211 East Jackson Boulevard, Suite 3
Jonesborough, TN 37659

423.926.6862 or 518.899.6090


 

 


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