INVESTMENT REVIEW

Let’s assess and fine tune your entire investment portfolio

I review all of your investment accounts– including IRAs and 401Ks – and provide an assessment that is understandable, unbiased, and trustworthy.

I will make specific recommendations regarding:

  • Your appropriate 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 workplace 401K
  • 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 $300 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?