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Unleash Your WealthAuthor: Raj Shah
Unleash Your Wealth is dedicated to empowering the investor and retirement saver with the information they need to expect more from their financial advisor. Raj Shah is the president and founder of SC Wealth Advisors in Chicago, Illinois. He and his team have more than a half a century combined experience working for their clients! Learn more about Raj and his team at https://scwealthadvisors.com Follow on Facebook, LinkedIn, and Twitter! Language: en Genres: Business, Education, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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What a SC Wealth Second Look is and the hours spent doing it
Tuesday, 24 June, 2025
Raj Shah and Rick Borek of SC Wealth Advisors go in-depth in discussing what their complimentary portfolio analysis – the SC Wealth Second Look. Raj and Rick share how they pour hours into each analysis and give people back a 40-50 page reading on their retirement plan’s vitals. They discuss the importance of doing this from time to time and how plans should never just be left as is, because conditions and tools change. If you have $500K of investable assets or more, schedule your complimentary portfolio x-ray and the “SC Wealth Second Look” with Raj and Rick, as they help you craft a comprehensive plan for your retirement: click here or call 312-345-5494. Hear “Unleash Your Wealth” every Saturday at 7a and 2p on WIND AM560. Also, hear the weekly “Unleash Your Wealth” podcast on Apple, Spotify, and here: https://scwealthadvisors.com/media/ . And connect with SC Wealth Advisors on social media: Facebook YouTube LinkedInSee omnystudio.com/listener for privacy information.
