Portfolio Analysis & Financial Roadmap
Every client in the beginning receives an initial consultation absolutely free. In that consultation we provide a snapshot analysis of your current investment portfolio and assess needs or changes to your current portfolio.
There is no charge for this service.
In addition we go over our Financial Roadmap System of organizing and categorizing the different aspects of the financial planning process. What we a have noticed at S&A Financial is that when your goals, risk tolerance and time frames are established at the start on an investment program, the likelihood that your investing will help you work toward your goals is greatly enhanced.
Our Personalized planning approach will help you to:
• Organize your finances and assets
• Determine your financial objectives and risk tolerance.
• Make smarter decisions by reviewing your portfolio.
This in turn the Financial Roadmap System can help keep the client on track to achieving their financial goals.