Just as your financial plan should be updated at least once a year, it is a good idea to review your portfolio with an experienced financial professional on a regular basis. Your financial advisor can help you review your portfolio to help ensure that your current investment strategies are aligned with your immediate and long-term goals.
Benefits of a portfolio review
Maximize tax-advantaged savings strategies
Diversify investments when needed to reduce risk
Rebalance portfolio periodically to maintain target asset allocation
Consolidate similar accounts
Identify and reduce overlap in your portfolio*
* Service is provided in cooperation with a partner; for further details please note legal notice and disclaimer.