I will analyze your investment portfolio

analyze your investment portfolio
analyze your investment portfolio

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Basic

Standard

Premium

Description Basic Portfolio Analysis Standard Portfolio Analysis Premium analysis
  I will analyze your asset allocation and see if it fits your desired financial goals I will give you a deeper look inside your stocks, bonds and funds portfolio for a better analysis I will give you a complete anaysis of your portfolio, and offer advice for a better allocation
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About This Gig

Financial planning is important if you want to reach your financial goals, but not many people know how to do that effectively. I do. 
Your advisor at the local bank may be of help, but not all of them will give you a full understanding of what you truly own, and in some cases their interest may be different than yours.

My goal is to provide you with a better understanding of what is in your stocks, bonds, and funds portfolio, so you can adjust it accordingly so it meets your risk tolerance, and ultimately help you achive your financial goals.

If you decide to go the extra mile and choose my Premium Portfolio Analysis, I will devote the time to offer changes to your portfolio, as needed, so it fits you perfectly.