FAQ

Frequently Asked Questions:

Q: What is investing?

A: Investing is simply allocating your money into a venture - in the form of securities, companies or real estate -

     so that your original money can make new money. There are many ways to invest, and contrary to popular

     belief not a lot of capital is needed to get started. 

Q: How do I get started?

A: With a structured approach and clear objectives, our advisors can develop a financial plan that caters to your

     needs and lifestyle. 

     You can get started by using the following budget sheet: 

Q: What type of investments are available to the average person?

A: By conducting a thorough review of each individual, our team is able to formulate a portfolio that satisfies their

     needs. With an array of products available, one can be content with a personalized portfolio catered to their liking.

     Some of these products include: stocks, bonds, alternative investment strategies, REITs, SMAs, Option strategies        

     and Growth strategies amongst other things.

Q: How much do I need for retirement?

A: Retirement planning is a really subjective topic that involves a lot of variables such as: your age, how

     much you've been saving in a retirement account(s) and how comfortable you want to be when you retire.

     A consultation can provide a clearer picture. 

     Use this retirement planning calculator to gain better insight as to where you stand: 

Q: Is there a way to ensure financial preservation for my family in the event of misfortune?

A: Yes. There are various insurance plans available that can shield you and your family from uncertainties that can

     arise in the future.

Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results.

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.

WHO WE ARE

WHAT WE DO

HOW TO REACH US

Medina Private Wealth
555 Madison Ave
,  Floor 5
New York, NY 10022
212-687-5392
 ext 1
Joe@Jamwealth.com

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This site is published for residents of the United States only. Securities offered through Newbridge Securities Corporation, Member FINRA, SIPC and Investment Advisory Services offered through Newbridge Financial Services Group Inc. an SEC Registered Investment Adviser. Office of Supervisory Jurisdiction: 1200 North Federal Highway, Suite 400, Boca Raton, FL 33432 Toll-Free #: 877-447-9625 Phone: 954-334-3450 Fax: 954-489-2390

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