106 Things We Do For Clients, No. 40

by | Aug 30, 2017 | *Financial Awakenings, Fee Only Financial Planning

No. 40 of 106 Things We Do For Clients 

Provide you with personal investment analysis. Generic information is great. For some of us it’s fun to understand all the various asset classes, their historical returns, how they fluctuate compared to each other, and their respective long-term returns. What gets harder is how to apply all that information to your personal financial situation and goals. What is the status of your current investment picture? How would any one of 70 possible political and economic scenarios affect it? How could it be tweaked to plug any holes that might sink your financial ship? A financial advisor provides a thorough financial analysis, highlights the strengths and weaknesses of your current investment strategy, and presents solutions that reduce risk while maximizing return.

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