Unbiased Portfolio Review
When’s the last time you looked at your retirement and investment accounts? No, not the last time you checked their balances; I mean really looked at the investments they hold. Have you asked yourself:
Why do you own them?
When did you select the funds? Or did you buy individual stocks & bonds?
What investment options were available in your plan when you made the selections?
Do your retirement plan investments complement the rest of your portfolio?
Retirement plan investment options have changed over the last 10 to 20 years. Likely, your life has changed, too. You may have made investment selections that were appropriate then. You may have chosen the best available funds in the plan. Those selections may be inappropriate for you now, with better funds currently available.
In my Unbiased Portfolio Review, I look at all your investment and savings accounts. We'll talk about your personal risk appetite and whether it matches your portfolio risk. I'll help you choose from the investments available in your retirement plan menus. When we're done, you'll have a much better sense of your entire investment position, all for a one time fee of $895.