Potential Clients

Step One: Determine your Risk Number

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Becoming a Fearless Investor

Learn more about your risk number and how to become a more fearless investor by watching this video!

Step Two: Tell us about yourself!

CONTACT YOUR FINANCIAL ADVISOR - let us get to know you

 

Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.

Connect with us now!

Step Three: Learn More!

To Learn More About Wealth Simplified Click Here

To Learn More About Retirement Simplified Click Here

Main Office
Trader Wealth Management, LLC
509 W Old Northwest Highway, Suite 240
Barrington, IL 60010

CBOT Office
The Chicago Board of Trade Building
141 West Jackson Boulevard, Suite 1404
Chicago, IL 60604

312.697.2950 | Phone

 

bherr@traderwm.com | Email

 

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All Rights Reserved