Complimentary Portfolio Review

In this challenging COVID-19 economy and stock market environment, it’s more important than ever to understand if your portfolio aligns with your financial goals. To help you instill confidence in pursuing your financial goals, we have created a complimentary second-opinion portfolio review of all existing investments where we look at ALL of your current brokerage, savings, company 401(K) accounts, etc. and create a detailed analysis of how they are allocated, how they are performing and what kind of risk you are taking.

Your Portfolio Review provides a customized assessment based on your specific circumstances and risk tolerance, and includes:

1. 1st meeting – Gather your portfolio details. Identify and understand your goals, risk profile, and cash flow needs.
2. Analysis – Substantive analysis of your portfolio.
3. 2nd meeting – Thorough review of the following data with items to address and proposals for consideration.

• Account overview with a recommendation of what strategy should be applied to each of your accounts.
• Review of individual holdings and overall asset allocation, identifying areas to improve on, highlighting hidden risks, diversification and simplification suggestions, and in depth look at the sectors and styles you are invested in.