Do you need someone to review your portfolio and your overall financial situation? Are you a do-it-yourselfer who wants a second opinion? Are you wondering if your current financial advisor’s advice is appropriate for you?
The financial review will look at your financial picture and provide an independent third-party opinion about your situation. We tailor the structure and scope of the review to fit your needs and to focus on the areas that are important to you.
Typical areas that are covered include:
- Your asset allocation
- Your investment holdings
- Your retirement readiness
- Your investment costs
The financial review is geared towards offering actionable suggestions to help you improve your financial situation. Whether this means considering changes in your portfolio, changing your asset allocation or determining if you are on track for retirement the financial review will address the issue and suggest potential alternatives.
I charge a flat consulting fee for the review, there are no financial products being sold. You receive an unbiased opinion from someone with 20 years’ experience in the financial arena.
The minimum fee is $2,500 and will be determined based upon the scope of the review and the complexity of your situation.
Ready to take charge of your financial situation? Please contact me to schedule a time to discuss your situation and to determine if this is a good fit for you.
Need ongoing or periodic advice? We can discuss this as well whether up-front or as a follow-up to the financial review.
These services are available to residents of Illinois with a net worth of at least $1 million, excluding the net value of their principal residence, and to residents of other states where I am exempt from registration.