If you’ve ever had questions about your investment portfolio, you’re not alone. You worked hard for your money and want to do what’s best to protect and grow your wealth.
With this in mind, we developed our Free Portfolio Review.
The 3-step process
Our Free Portfolio Review includes a 3-step process designed to give you confidence that your investment portfolio aligns with your goals and objectives, and results in the satisfaction that your questions and concerns have been answered.
- Am I taking more risk than I need to?
- Stock market volatility concerns me, what options do I have?
- Are there other investment opportunities I could be taking advantage of?
Step 1 - Identify
In the first step, we will identify and provide you with a consolidated summary of:
- your current investments
- your current fees and other potential charges
This will help you better understand what you own, and what exactly you’re paying for.
Step 2 - Evaluate
In step two, we will discuss:
- your investment needs
- your investment goals
- your investment objectives
This will help you evaluate if your portfolio is actually aligned with your investment planning.
Step 3 - Manage
In step three, we will use the information we have collected to:
- explore other opportunities
- make recommendations
This will help ensure your investment portfolio is on the right track to meet all of your investment needs, your goals, and your objectives.
- Current Fee Summary - Helping you better understand investment fees and other potential charges
- Asset Allocation Summary - Consolidating all of your investments in one place to highlight your exposure to specific asset classes
- Professional Planning - An integrated team of specialists looking out for your best interests
You worked hard to grow your wealth, and now you deserve the comfort of knowing your investments are working for you towards your goals in the best ways possible. Our Free Portfolio Review service can help ensure you are making the best choices for you, your finances, and your family.
Book your Free Portfolio Review
Connect with our Avail Wealth portfolio expert, Tyler Brack, to schedule your Free Portfolio Review.
If you have any questions about this article or our Free Portfolio Review, please contact Tyler Brack or the Avail Wealth Help Desk using the form below.
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Tyler Brack has been admitted into the Partnership at Avail CPA
Tyler brings with him an extensive knowledge of financial planning, wealth management, retirement planning, and insurance.
Have questions? Book a free consultation. It's really just a casual conversation where we try to learn more about you and your goals, and how we can help you achieve those.