BEFORE, you make any financial decisions, buy any financial products, or hire an advisor, test your options first. To assist you in making educated decisions based on facts and circumstances we provide professional analysis of your situation. We help determine the probability of a happy and stress-free retirement and start with where you are today in terms of your lifestyle and finances and then, how to achieve your vision. We are committed to helping you get there and are willing to provide you with a complimentary:
1) Analysis of your current portfolio that assesses your current risk/return in terms of one number on scale from 1-100 and then compares it to your personal risk number. (You'll be surprised how your risk tolerance number differs from your current portfolio risk number)
2) If you change nothing, have no plan, and just want to see where retirement takes you…We will calculate what is the probability of achieving your goals? The plan will answer the most basic question; "Do I have enough money to last the rest of my life".
3) Test any ideas that YOU might think are important.
4) If requested, an interactive financial plan helps solve any potential shortfalls. Fees may apply.
The more information you share about yourself, the more value you will receive. To that end, we have a developed a web based, interactive and safe tool called the RELATIONSHIP BUILDER. Just simply CLICK HERE to begin the process.
