Are you comfortable with your portfolio?

The true bottom line of your investment plan is not about numbers – it’s about your level of comfort. 

Investing involves risk.

Your portfolio must balance your comfort with the risk of investment loss over a given period of time against the risk of not reaching your retirement goals because you took too little investment risk.

This is a delicate balance. It can be tough to get right.  

If your gut is telling you that your portfolio feels wrong, it’s possible these two risks are not balanced correctly - for you.  

We’ll take a look and give you a second opinion for free.


Get a complimentary portfolio check

As part of our free portfolio check, we’ll prepare a customized Portfolio Gap Analysis report for you. With this report, you’ll be able to easily see where you are right now vs. where you could be, including opportunities you may be missing.

Your report will cover 12 critical areas every investor should be concerned about, including stock and bond allocation, investment risk, diversification, management expenses, trading costs, and portfolio efficiency. 

We’ll also analyze the probability of you running out of money with your current portfolio, and if there is an opportunity to improve. If we think you are in good financial shape with your existing plan, we’ll gladly tell you. 

If, on the other hand, your Portfolio Gap Analysis report shows gaps that may need to be addressed, we’ll explain why, in plain English. And, if you like, we’ll discuss your alternatives. 


Ready to get started? Download the questionnaire to get an idea of the information we’ll want to gather.

Next, let's schedule a meeting when you’re ready to talk. Just let us know a preferred date, and we'll get back to you right away. 

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