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Trading With Cody

Long-term Revolution Investments and Real-time Trades from Cody Willard


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Deep Dive Your Portfolio with Cody

I am happy to help you come up with a viable, safe and profitable portfolio balancing and long-term plan for your retirement and your family’s future welfare.

To get started, answer the questions below that I’ve come up with to help guide us in helping you. After I personally take a look at your answers and spend some time processing them, then we’ll set up a time for you (and whoever else you want to conference, be it a money manager or a spouse or whatever) and I to talk over the phone and get even more information and background and goals and so on.

After I get an idea of your set-up and goals, I’ll send you a 5-10 page playbook tailored just for you by me personally and then we’ll have an open door policy to answering your ongoing questions (within reason of course).

My fees for a deep-dive analysis of your situation and getting you set up for the long-term start at a minimum of $1500 for a smaller portfolio and range up to $15,000 for a multi-million dollar portfolio.

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This does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or cryptocurrency or token any other product or service by Cody Willard or any other third party. Furthermore, nothing in this is intended to provide tax, legal, or investment advice and nothing in this should be construed as a recommendation to buy, sell, or hold any investment or security or cryptocurrency or token or to engage in any investment strategy or transaction. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.

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