Financial Consultation

Service Description

Do you know what you have? Do you know how much risk you are taking? Do you know if your estate is set up properly to make sure your estate and money goes to the right people when you pass on? Are your accounts properly titled? Are you properly insured? With a review meeting, I will review your entire portfolio and estate plan, help explain what you have, what risks you are taking and what may happen with your accounts in the future. It is a great way to get some insight and get a feeling for my investing and planning process.