“Am I going to be okay?” It’s a powerful question, one that I am most frequently asked.Perhaps you too are frustrated and confused by all of the choices in your 401k or IRAs, wondering if you are making the right decisions, or lacking in confidence about your financial future.
If this sounds like you, a free second opinion review of your investments can help your peace of mind.
I am an independent fiduciary, which means that you will get the same type of advice that I give my family. My job is to answer you honestly, not sell products you don’t need or understand.
So you can get the help and guidance that you need.
If you’d like, I can help you implement the action items from your review, or you can do them on your own or with your existing professionals, if you so choose.
Your best interest is first and foremost, always.
What will your free second opinion review uncover?
✓ How much are fees, costs, and commissions draining your wealth?
✓ Are your investments best in class?
✓ How well have your investments performed?
✓ Is your asset allocation appropriate?
✓ Is your portfolio broadly diversified?
✓ Are you paying for advice or are you being sold products?