Investment portfolios can be complicated. We believe the longer you hold them, the more complicated they can become. With 401(k) accounts from multiple jobs and an array of investments you’ve picked up along the way, investment allocations can drift from your retirement goals.
Gradient Investment's Portfolio Analysis Review takes a broad look at your investments to help determine if it's still aligned with your financial goals and help identify areas where it has strayed. When the process is complete, it’s presented in a straightforward report that makes sense.
We start the Portfolio Analysis Review, or PAR Process, by giving you a clear, easy-to-understand outline of your portfolio, which may provide valuable insight when evaluating your retirement goals.
With the PAR, you can feel like your portfolio will work for you in helping to achieve your financial goals. After all, that’s how it should be.
Advisory services are offered through Lifeguard Advisors LLC, a Registered Investment Advisor in the state of Ohio. Insurance products and services are offered through Lifeguard Financial, an affiliated company. Lifeguard Advisors LLC and Lifeguard Financial are not affiliated with or endorsed by the Social Security Administration or any government agency. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. The information contained herein is not an offer to sell or a solicitation of an offer to buy the securities, products or services mentioned, and no offers or sales will be made in jurisdictions in which the offer or sale of these securities, products or services is not qualified or otherwise exempt from regulation. The information contained in this newsletter have been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed.
Gradient Investments and Lifeguard Advisors LLC operate independently of each other. Please consult your independent investment advisor before making any investment decisions. The information herein is for informational purposes only and should not be used as the sole basis for making an investment decision. Investing involves risk including the potential loss of principal. For more information, please request a copy of Gradient Investments' ADV Part 2A. Gradient Investments, LLC is an SEC Registered Investment Advisor.
This information is not tax, legal, accounting, or estate planning advice and you should consult your own attorney, accountant, or tax professional. The content on this website is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belong to GPS. Unauthorized use of the material is prohibited.