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Free Portfolio Audit

Do you have enough confidence in your existing advisor to allow for a second opinion?

That is a very important question for you to think about!  

At Hood Financial, we always make the assumption that the other advisors 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. 

Our Free 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.   

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, we ask you again- do you have enough confidence in your existing advisor to allow for a second opinion?  You have nothing to lose, and everything to gain!

To request your personalized audit, complete the information to the right.