Robert E. Lettin in Sherwood, OR | City University Of Seattle - University Of Colorado At Boulder

Robert E. Lettin

Male, 66 years old

We are a Registered Investment Advisory (RIA) Firm, an Investment Advisor Coach. We offer monthly "Separating Myths From Truths: The Story of Investing" events. Every quarter we host an awesome and engaging Investor Education Series (IES) dinner event. The IES event was created to help investors achieve "True Peace Of Mind Investing" through education. The series helps investors answer the "20 Must Answer Questions for True Peace of Mind Investing". The events are open to everyone at no charge. Please contact us for more information. Specialties We fix investment portfolios whether they're in your qualified plans, meaning your retirement plan: IRA, 401k, Roth, Simple IRA, or in your non-qualified plan, whether it's a personal account or a joint account. Retirement planning and investing are simple: lower your costs, manage your risk, and let the free markets work. Mutual Funds notoriously are hyperactively traded, because that is how they make their money. Asset Management and Financial Coaching are key. read more ...