top of page
HOW HAS THE CURRENT MARKET VOLATILITY AFFECTED YOUR RETIREMENT SAVINGS?
Schedule a time to meet with a Registered Investment Advisor!
We will provide you with a "report card" on your current portfolio through our proprietary "PAR" process. Our portfolio analysis review is provided by Morningstar, and is a $1,200 value.
Do you have financial strategy that helps protect your retirement savings from a bear market?
Is your portfolio properly diversified so that it will help further reduce risk?
Does your portfolio generate a living income with minimal risk?
Have you put an income plan in place designed by a team of Certified Financial Planners (CFP's) that fit YOUR personal requirements?
There is no charge or obligation for the meeting. Complete the contact form to get started.
NOTE: Due to the design of our portfolios, our meetings are designed for people 50 and over with at least $50,000 in investable assets, not including your home or real estate. If you do not yet meet our minimum, please keep us in mind as your assets continue to grow.
bottom of page