As a financial advisor, Joe Girouard helps his clients maximize their real estate investments.

1. Joe Girouard Helps
Clients Maximize Their
Real Estate
Investments as
Financial Advisor

2. Joe Girouard, a Financial Advisor in
Real Estate
 As a financial advisor, Joe Girouard helps his clients maximize their real
estate investments.
 He constantly evaluates the market, new trends and technologies, zoning and
other influencing factors to help them take advantage of market shifts.
 He helps them manage their portfolio of real estate or even develop
strategies for income producing properties.

3. Joe Makes Use of His Expertise to
Construct Personalized Financial Plans
 He is responsible for more than just executing trades in the market on behalf
of his clients.
 He makes use of his knowledge and expertise to construct personalized
financial plans that aim to achieve the financial goals of the client.
 He further checks in with his clients on a regular basis to re-evaluate their
current situation and future goals and plan accordingly.

4. Joe Offers Advice on Investments That
Fit Your Style and Goals
 As a financial advisor, Joe Girouard offers advice on those investments that
fit your style, goals, and risk tolerance, thus developing an investing strategy
and making adjustments as needed.
 He provides tips and strategies to create a budget that helps his clients meet
their goals in the short and the long term.
 Joe works to build a client base, maintain relationships with clients, and
monitor the overall portfolio of the clients to ensure their money is growing.
 He provides his clients with professional advices on how to manage their
money.
 His main role is to research the situation in the marketplace.

5. Other Responsibilities as Financial
Advisor
 Joe communicates with clients to stay up to date with their financial status.
 He gives advices to clients about insurance coverage, investment planning,
cash management or any other areas in order to help them reach their
financial goals.
 Joe Girouard reviews the financial status of clients to determine their ability
to purchase real estate or meet mortgage payments on existing properties.
 He assists with marketing and communications to help grow their customer
base.
 Furthermore, Joe educates clients to ensure they understand how their
money is being managed.

6. Thank You
Joe Girouard