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Ray E. LeVitre, Investment Adviser, CFP

Founder, Managing Partner, Net Worth Advisory Group

Office: 801.566.5552

Mobile: 801.455.1711

Ray has gained a unique perspective of the financial industry during his 20-plus years of experience. Ray has worked as representative for one of the nation's largest mutual fund companies (Fidelity); as a bank investment representative at one of the nation's largest banks; and as an insurance agent at a reputable life insurance company. Ray then worked as a stockbroker at the nation's largest brokerage firm before starting his own independent fee-only financial planning firm in 2003, Net Worth Advisory Group.

Because Ray has seen the industry from many angles, he understands the types of products and services commission-based companies offer. As an independent fee-only CFP, Ray is in a unique position to help people evaluate the products, services and strategies they have been sold by other advisers and help determine if they were given sound advice.

In addition, Ray is the author of 20 Retirement Decisions You Need to Make Right Now.

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August 2017

Time to Take Stock Profits? 4 Steps to Consider Now

With stocks in the stratosphere, many investors have happily put off rebalancing as they watch their portfolios rise. Those same investors won’t be smiling when stocks fall back down to earth. It could be time to do some strategic selling.

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