Comprehensive, Collaborative, Customized Advising
Deep, Specific Analysis of Current Position
Individualized Solutions and Investment Strategy
Personalized Financial Education Curriculum
Independent Consulting with No 3rd Party Ties
No Obligation Consultation
Initial Meeting Comes at No Charge.
A Client-Centric Approach
Rooted in Education to Answer All Questions
An Informed Perspective
- Am I on the right financial track?
- How do I monitor progress and adjust goals on my own?
- Can my retirement be more robust?
- What is an appropriate asset mix in today's market?
- How does my progress compare to others?
- How do I protect myself against excessive losses?
- What hedges are appropriate for my portfolio?
- Am I taking a tax-sensitive approach in my portfolio?
- How much and who am I paying?
- With which portion should I take more risk to seek potential gain?
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Ross Emmer is an Investment Advisor Representatives with Dynamic Wealth Advisors dba Full Picture Financial, LLC. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.
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