Can We Help?

1. Do you have a good sense of your investment goals and expectations?

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No

2. Do you know how much risk you are taking in your portfolio?

Yes

No

3. Do you feel your investments are suitable to achieve your investment goals?

Yes

No

4. Do you know what your portfolio returns were in each of the last three years?

Yes

No

5. Do you know how much you pay in fees each year?

Yes

No

6. Do you feel the amount in fees you pay are appropriate for the returns you get?

Yes

No

7. In the last year have you reviewed your investment and retirement goals?

Yes

No

8. Do you find it difficult to find an advisor that you trust for impartial advice?

Yes

No

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Can we help? Please answer a few questions to help us understand you better.