At Shidoosh Wealth Management, we know your goals are unique, so your strategy should be too. We take time to understand your current portfolio, compare it to where you want to be, and recommend adjustments that move you closer to success. It’s personalized wealth management with a clear vision. Call 818-435-4555 or email david@shidoosh.com to get started! 💼📊 #PersonalizedFinance #ClearVision #WealthManagement #GoalFocused #ClientSuccess
Investment Advisory Services offered through Shidoosh Wealth Management LLC, a Registered Investment Advisor. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Shidoosh Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Shidoosh Wealth Management LLC.
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