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Investor Quiz

If you lack peace of mind regarding your investments we offer two initial ways to learn more about how Walen Financial can assist you. Either initial option is free of charge for new or prospective clients.

First
You are encouraged to attend one of our successful and entertaining Investor Education Series workshops. We hold these introductory events regularly so that new and prospective clients can learn more about what we do. At the end of the workshop you will be offered an opportunity to schedule a one-on-one consultation with an Investor Coach.

Second
Call us to schedule an initial consultation. In advance of our meeting we will provide you with a few materials to review that will help you better understand our approach to investing.

A properly educated investor should be able to answer "yes" to most all of these questions. If you are not able to answer "yes" then give us a call to learn how we can help you become a more educated investor.

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