Jody offers a comprehensive evaluation of her clients’ financial situations, investment goals, and risk preferences. Based on this assessment, she helps build diversified portfolios that balance growth potential with risk management. Her expertise spans various investment vehicles, including stocks, bonds, mutual funds, ETFs, and real estate. https://www.4shared.com/office/S7k9AujLge/Jody_Benson_Sharp__Shaping_Fin.html?