At Hood Financial, we always make the assumption that the other advisers you may be working with are putting your interests ahead of their own. But, what if they're not? And, how would you know? It's very easy to find out. We love doing these audits for new clients because, based on our experience, we pretty much know what we're going to find. Most of the time, it ain't pretty.
Our free "7 Point Portfolio Audit" will give you a sneak peek behind the curtain. It will strip away the promises from the real performance. It will provide you with valuable insights and a detailed analysis of your portfolio in a way you've not seen before. And, it will tell you just how much you may be losing each year to hidden fees, unnecessary risk, and portfolio inefficiencies. For some, this amounts to thousands of dollars lost unnecessarily every year. What would you do with all that extra money?
Just like having a bad tailor, an ill-fitting portfolio may cause unsightly and disastrous results to your financial future. Think of us as a "Personal Tailor" for your Portfolio.
We can help because "We Fix Portfolios" using a very simple and painless process; all without unforgiving mirrors, chalk marks, or straight pins. And best of all, you get to keep your pants on.
Here are some other questions this Portfolio Audit will help you to answer;
How can I know with 95% certainty how much my portfolio stands to lose in the next market crash?How will new tax laws affect my portfolio?Am I using the most efficient and optimal investment structures possible to maximize my returns?On my taxable accounts, am I reducing my tax liability as much as possible?Am I taking advantage of gains and losses harvesting where possible?What is the impact of portfolio fees (seen and unseen) on maintaining my retirement income and building my overall wealth?
So, are you open for a second opinion? You have nothing to lose, and everything to gain!
To request your personalized audit, call our office now at 760-752-7848, email us here, or click on this calendar link to schedule a 10-15 minute "Get Acquainted" phone call so we can find out a little more about your situation and see how we might best be of service to you.
Securities investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Past performance is no predictor of future results. Results may vary. Assumptions used in this example are not guaranteed. Guarantees backed by the claims paying ability of highly rated life insurance companies.