X-Ray Your Portfolio

Do you know what you own? Do you know how your investments will perform over various economic cycles?  Do you understand your investment expenses?  Does your investment allocation match your personal values and financial goals?

 

Crack open your portfolio so you can understand what you own!

I Want to Know What I Own!  Match Your Investments with your Personal Values and Financial Goals

Reports
 

 

 

Portfolio X-Ray – Reveal your total investment expenses including:

xray
 
  • Advisor Cost
  • Fund Cost
  • Trading Expenses
  • Insurance and Annuity Expenses
  • Other hidden fees

 

 


Stress Test my Portfolio – Understand how your investments will perform in different scenarios

 
For Illustrative Purposes Only

For Illustrative Purposes Only

 

Financial Planning Guidance Personalized to You

  • Retirement Projections
  • Tax Planning in Retirement
  • Social Security Timing
  • Roth Conversions
  • Required Minimum Distribution (RMD) Strategies
  • Estate Plan Review
  • Insurance Review
  • Medicare Plan Review