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Getting It Together
Are you overwhelmed by a hodge-podge of investment accounts? Do you wonder if investments you made in the past still make sense for your situation? As you change jobs and move through life, it may become difficult to keep track of the paperwork, and nearly impossible to maintain a coherent investment strategy. You may even have out-of-date beneficiaries on a retirement plan. By consolidating accounts, you may find it easier to review performance, file your taxes, and make changes necessary to meet your goals.
Sometime less IS more!
Services:
- Review & analysis of existing investment accounts
- Risk tolerance assessment(s)
- Asset allocation / investment recommendations
Approximate Planner Hours/Fee: 5 / $750
Note: This package is for those who would like to personally manage their investments. Should you decide to become an investment management client, this fee will be credited back over time, offsetting quarterly management fees.