Retiree Consulting Division

Retiree Investors Are...

individuals who no longer work and have no plans or abilities to return to work. Their lifestyle is supported by portfolio income.  There are no second chances to replenish the portfolio if something goes amiss.

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Action Plan:

• engage an income investment strategy* with a proven track record 
  *strategy may be self-managed, financial advisor managed, investment adviser managed, bank managed 

• monitor and assess the portfolio performance on a monthly basis*                                                                             *early detection of any negative trends or potential problems is the key

Regardless of who manages the account, a monthly consulting report is vital to avoiding costly mistakes and achieving well deserved peace of mind.  

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THE GULFCREST CAPITAL INDIVIDUAL CONSULTING DIVISION UNIQUELY PROVIDES PROFESIONAL CONSULTING SERVICES TO RETIREE INVESTORS