INVESTMENT REVIEW

Let’s assess and fine tune your investment portfolio

I review all of your investment accounts – retirement and taxable – and provide an assessment that is understandable, unbiased, and trustworthy.

Clients are often looking for help and guidance around rationalizing their investments and ensuring their funds are being invested in the most optimal and efficient manner across three different dimensions – taxes, investment fees, and balancing the risk/return trade-offs.

I will provide specific and actionable recommendations regarding:

  • Your optimal asset allocation, given your risk profile and financial goals
  • Your selection of investment assets to ensure you are maximizing your returns, minimizing investment risks, and minimizing investment expenses
  • How best to invest in your 401K, including whether pre-tax or Roth is a better option
  • Conversion of pre-tax retirement accounts into Roth IRAs and the pace at which to do this

The result of this review is that you will have a clear understanding about your investment strategy and a roadmap to move forward. The fee for this service is $350 and includes 90 days of follow-up and financial planning guidance. I do not receive compensation from other sources.

Do you want an independent assessment of your investment portfolio?