Helping women investors make the most of all life has to offer

Is Our Portfolio Structured As It Should Be For These Volatile Times?

With the recent market volatility, Tom and Linda felt a lot of emotional stress. For a number of years they had been with a financial advisor. Recently, though, they started to ask a lot of questions and weren't comfortable with some of the answers.

The questions just kept boiling up:

How do we know if our current advisor is really the best for us?

What is the right portfolio for us?

How can we avoid losing even more in the next downturn?

Are we positioned right when the economy and market really come back?

Where is our portfolio most risky?

Will our money last as long as we need it to?

Are our investments really aligned with our life goals?

Taking Advantage Of A Second Opinion

Financial health is like your physical health. If you take good care of it, you’re more likely to have a healthy future. Even when you get regular advice from an experienced professional, whether a doctor or financial advisor, you sometimes can benefit from a second opinion.

By following our Five Step Financial Planning Process For Financial Fitness we can help give Tom and Linda a clearer understanding of their financial picture. We can assist them to:

  • Revaluate their portfolio to see if they can still realistically pursue their financial goals,
  • Gain a better foundation from which they can feel empowered to take control and make more-informed decisions, and
  • Answer the tough "What If" questions that they have.

Desired Outcome

Above all, Tom and Linda wanted to get their portfolio back on track and reduce their stress. We will help them realize the value of using an investment management consulting practice. We can collaborate with them to develop and implement the plan most capable of addressing the concentrations and gaps in their portfolio in the most economical, tax-efficient manner.

By working in partnership with them, we will help them regain confidence that they can pursue their goals.

Request a complimentary, no-obligation Second Opinion Consultation to see how the power of our 5 Step Process for Financial Fitness can help you take control of your financial future. We invite you to call 701-852-3090 or contact us here.

This case study is for illustrative purposes only. Individual cases will vary. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Prior to making any investment decision, you should consult with your financial advisor about your individual situation.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Raymond James does not provide tax services. Please discuss these matters with the appropriate professional.