ACCOUNT ANALYSIS

We would be happy to analyze your current investment account(s) to see if it is properly allocated and to determine the amount of fees and/or expenses you are paying. It’s not unusual to find out that you are paying 1.00%-2.50% per year and you probably aren’t even aware of it. Company retirement plans are wonderful while you’re employed, but they can also expensive. That’s why we often recommend rolling them over to an IRA once you leave a company.