Important Questions to ask:

  1. Can you read and understand your statements?

  2. How much have you made or lost in the past 3, 5 and 10 years?
       -Is that after all fees and contributions?

  3. How much are you really paying in fees? 

  4. If you have an advisor, is she/he a fiduciary? 

 

Contact us to review your portfolio allocation, fee structure and risk profile. We are happy to provide a free consultation.

 
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