Every portfolio review we have with people are completely no fee. It doesn't matter if you are an existing client, looking for a second opinion, or just looking for some financial literacy. We have always done these reviews for free and always will.
Portfolio reviews offer an important snapshot of your financial standing when looked at holistically. Our expert advisors will look at more than just the performance of your investment portfolio, we look at how well diversified you are, if you're in the right investments for your risk tolerance, and how much money you could have at retirement if you continue to save at the level you are.
We will also review your insurance coverages to ensure you and your family are adequality protected from unexpected life events such as a disability or critical illness.
We couple a debt review with every portfolio review. We will look at your debt, recommend which debt you should be paying off first.