Sophomore First Counseling Session

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As it relates to investing, as with any investment strategy, there is potential for profit as well as the possibility of loss. Past performance does not guarantee future returns. Investors should thoroughly evaluate financial objectives, goals, and parameters such as risk tolerance with their Advisor before investing. Investment account values will be subject to fluctuation in capital markets. This material is intended for both educational purposes and to promote interest in the subject matter. It does not address any individual’s specific situation and is not to serve as the basis for any investment decision. The material is based on the latest information available to the public and, while deemed accurate, is not guaranteed.
Carefully consider your investment objectives, risk factors, and charges and expenses before investing. There are risks involved with investing, including possible loss of principal.
Asset Management and Investment Advisory Services offered through Caitlin John Private Wealth Management LLC., an SEC Registered Investment Advisor Firm, headquartered at 1024 E. Grand River Ave, Brighton, Michigan 48116 / (810) 355- 1325. Caitlin John, LLC. Is a separate entity and not affiliated with BridgeWise Financial Planning or BridgeWise College Planning.

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