Back to The Basics – Get a Financial Checkup! If you are experiencing any financial “red flags,” you may be receiving insufficient objective professional guidance. It is never our goal to interfere with a relationship that is working, however we have provided many recommendations to those who are uncomfortable with their current advice.
The best way to correct this situation is through an objective analysis of your portfolio and wealth strategy. This “financial checkup” is one way to help determine if your goals are properly defined and quantified, and if your portfolio is properly designed and managed accordingly.
Our fee based approach is independent and objective. Our hourly fees are not connected with the sale of a product and provide you with a perspective that could prove vital to your financial plan.