Portfolio MRI

Doesn’t your financial health deserve the same level of expertise as your personal health?


>  Do you know the expected rate of return on your current 401k, IRA, Mutual Funds or Stocks?


>  Do you know how much lose you portfolio can lose in any given year based on how it is currently constructed and being managed?


>  Do you know how much buy and selling is occurring inside your investments?  It’s impact on your risk and return?


>  Would it be possible for you to get the same return, if not better, with less risk?


If you do not know the answers, regardless of how much trust you have with any adviser, it is still up to  you to know the right questions, what to ask, what to look for.