An Update From Matt Dicken:

Welcome to the latest edition of our newsletter. Summer is the second biggest time of the year, behind the Christmas season, when individuals and families contemplate their respective budgets and finances. Now is one of the best times of the year to get a second opinion on where your current retirement portfolio sits. We hope that you have had the opportunity to view our TV commercials or our infomercial (on Shopping Kentuckiana) offering a free portfolio review, account audit, or retirement analysis. We believe strongly that this is something that should be done every year for a variety of reasons. What may have been appropriate five years ago may not be a prudent plan today due to the economy, the government, or changes in your personal life.

We invite or clients, our radio listeners, and our newsletter subscribers to take us up on this offer as well, it’s a process where we can find out exactly what you’ve been paying in fees and expenses and take a look at how much risk you have in your  account. We will also take a look at what your  past performance has been, and see if there’s any way to improve upon it. Rarely has a week gone by where one of these types of financial audits hasn’t changed an individuals life and put them back on the road to retirement success! 

All you have do is to contact our office at (502-412-3354) and one of our knowledgeable staff will schedule a time for us to meet. For those of you who prefer to use the internet go to our website (www.AskMattDicken.com ) and click “Free Portfolio Review”.  This button will give you all the info you need to get that financial checkup we all need every year. It’s one hour of your time, its painless, and it’s free. So why not take us up on it? After all it’s just what the doctor ordered.