What We Provide
Portfolio Analysis
The analysis includes commentary on your portfolio in current market conditions. We provide asset class exposure, return data, risk metrics, portfolio optimization, etc. using professional-level tools.
Long-Range Planning
- Evaluate a Roth conversion
- Determine appropriate education funding account types
- Roth vs. Regular IRA
- Whatever else you can think of-impossible to list them all
Product Evaluation
Are you considering a financial product like an annuity, index-linked product, or permanent life insurance? The salesperson you are buying from will make a hefty commission. Why not discuss with someone that can offer an objective point of view before doing something you may regret.
Benefits of a Portfolio or Planning Analysis Session
Efficient. Experienced. Next-Generation.
Efficient
Just send us your question and upload any documents—no inconvenient meetings or scouring the internet for information to piece together. We provide your answers via phone, email, Zoom, etc.
Experienced
For over fifteen years, we've invested money for individuals, families, and small institutions.
Next-Generation
Modern. Simple. Super convenient.
