In this report the Firm looks at the stocks the Client owns and if the same stocks have been purchased in other Client holdings, such as mutual funds, which results in overlap and no diversification.
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Once you schedule your free initial consultation, we will send you a short First Appointment Questionnaire. The First Appointment Questionnaire gives us a brief overview of how you envision retirement, your current situation, and your investment experience. When we meet, we will clarify how you measure success and what’s most important to you about your money. It’s that simple!