Many individuals are comfortable managing their own assets, yet require the counsel of an unbiased financial advisor on specific issues. We offer comprehensive portfolio reviews in which we evaluate the underlying holdings, overall asset allocation and insurance coverage of your portfolio. These services are provided on an hourly basis.
A solid portfolio analysis should be considered during several life occurrences.
- Changes in personal income - career move
- Retirement planning and post-retirement income strategy
- Receiving an inheritance
- 2nd opinion on investment selections
- Adjustments to the “new normal”
For more information on Portfolio Analysis
, contact Tory Meiborg
or Donna Sanders
. They can be reached in Cedar Rapids at (319) 364-3041 or Iowa City at (319) 339-4884. Additionally, feel free to use our Contact Us