A Second Opinion
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Preferred contact:
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"Investing" – "Speculating" – what's really the difference. Do you know?
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Do you understand that when you are investing, "risk" has more to do with price fluctuation than monetary loss?
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Do you know how much money you will need to have or save to maintain or achieve your financial goals?
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Do you know if your assets are allocated appropriately for your current and future needs.
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Does your financial advisor test your asset level and growth of assets to determine if you have enough to live on during retirement years?
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Does you financial advisor review and include all your assets, even those that the advisor does not manage, in your overall investment stratetgy?
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Are income taxes managed throughout your asset sales and income receipts?
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Are you confident that your assets will transfer to your beneficiaries in the most efficient manner?
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With over 20,000 mutual funds available and the complexity of fee structures charged today, do you know what you are currently paying for management of your assets? Would you be surprised if it turned out to average 2% to 3% yearly?
