Get A Money Makeover
Are your affairs in order? Are your Investments appropriate? Is your family protected? Let's review and fix it!
So often you get busy and don't focus on your affairs the way you should. You have investments that you think might be appropriate, but you're really not sure. Or you've tried a broker that really isn't for you, but you just haven't made a change. You worry if everything is up-to-date and you've done all you can for your family. It may be time to deal with all those things keeping you awake at night.
Get A “Money Makeover”
You have a lot to gain by investing in yourself and your financial well-being. Life changes, markets can be uncertain, you have added responsibilities...all good reasons to get a Money Makeover now. Show us where you are and we will carefully review and address your concerns. Further, we'll make recommendations that may dramatically change your future....and we'll do it simply and make it easy to understand.
Here's some of what a Money Makeover can accomplish:
- Does Your Portfolio Meet Your Objective and Risk Tolerance
- Overall Performance Review of Your Current Portfolio
- Make Sure Accounts Are Titled Correctly According to Your Estate Plan
- Recommendations for Diversification or Consolidation
- Specific Planning Suggestions for Tax Efficiency
- Long Term Expectations and Goals
- Insurance Review, Is Coverage Appropriate, Are You Paying Too Much?