To demonstrate how we think, we will gladly review your current portfolio and provide a no-cost and no-obligation assessment.*
Questions addressed include:
What is the risk assessment of your current portfolio allocation?
What is the quality of your current holdings/positions?
Are you paying too much in mutual fund expenses?
What is the long-term impact of the higher expenses?
Is your portfolio properly set up to minimize tax liability?
Are you setting aside enough to take advantage of 401k/403b and IRA opportunities?
What You Receive
You will receive an overall analysis of your portfolio along with a recommended asset allocation and a portfolio recommendation. You have no cost or obligation to engage the future services of Glazier Financial Advisors.
* Limited time offer and subject to availability and timing.