Broker Check

FAQ 15

HOW DO I START WORKING WITH TRENDCALC DYNAMICS?

  1. Call (614) 300-7390 or email [email protected] to learn more about TrendCalc and schedule a meeting.
  2. We will gather the sufficient information on you, your finances, your investments and retirement accounts and plans, your past experience(s) and future expectations.  
  3. We will examine your current portfolio(s) and your financial situation and provide you with our honest assessment and recommended plan of action.  If TrendCalc is able to add value, we will be honest and straightforward in explaining this in great detail.  If we cannot, we will provide direction and suggestions as to where you might be best served.
  4. We’ll help you to do any necessary paperwork.

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