Limited Time Only!

Comprehensive Risk Analysis

CCH Member News
06/01/2022

Given the recent market turmoil we have had multiple clients reach out for advice, and CCH is here to support our clients in every way possible.

Dana also thought it was timely to introduce the newest addition to our team- we’ve partnered with a Certified Financial Analyst to take our advice and service to the next level.

In the video below, Dana explains his offer of a risk analysis to help you identify and plan ahead for any potential land mines in your existing portfolio.

You can confidentially send any of your brokerage statements to our secure document vault for his free risk review below:

Dana will follow up personally to discuss any thoughts that arise.

[powr-button id=0904f604_1654130427]