Have you ever asked yourself these questions?
- Will I outlive my money in retirement?
- Am I in the right investments?
- Am I on track towards retirement or my other financial goals?
- What should I do with my 401(k) as I approach retirement?
- When should I take Social Security?
Would you like an unbiased professional to review your portfolio and your overall financial situation?
The financial review will look at your entire 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
- Managing the financial transition to retirement
- Your investment costs
The financial review is geared towards offering actionable suggestions to help you improve your financial situation. Whether this means changes in your portfolio or determining if you are on the right track overall, the financial review will address these issues and suggest potential alternatives if warranted.
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 fee is based on the scope of the review and the complexity of your situation.
Ready to take charge of your financial situation? Please contact me by email rwohlner@comcast.net or phone at 847-506-9827 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.
Recent Comments