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.