Free Portfolio Checkup

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You've worked hard to build your wealth. But the economy is volatile and the future is unknown. How can you know what mix of investments is best for your personal situation?  

Our free portfolio checkup service helps tie your investment plan to your life plan. We'll review 13 checkpoints to answer the following questions:

  • Do I have the right mix of investments?

  • Do I own investments that may be unsuitable for my individual or personal situation?

  • Is my portfolio optimized to reduce taxes?

  • Am I taking too much risk?

  • What red flags/if any exist in my current portfolio?

  • Am I paying too much in fees?

  • How can I increase expected returns?

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Disclosures: Covenant Wealth Advisors is a fully independent, fee-only wealth management firm and registered investment advisor located in Richmond and Williamsburg, VA. We are a fiduciary. This means we must always put client interests ahead of our own. We are also a fee-only firm. This means we never receive commissions or third party payments and are only compensated by our clients for advice.

 

Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.The views and opinions expressed in this content as of the date of the posting, are subject to change based on market and other conditions. Nothing is intended to be, and you should not consider anything to be, investment, accounting, tax or legal advice. If you would like accounting, tax or legal advice, you should consult with your own accountants, or attorneys regarding your individual circumstances and needs. No advice may be rendered by Covenant Wealth Advisors unless a client service agreement is in place.

 

Copyright © 2020 Covenant Wealth Advisors, All rights reserved. Investment advisory and financial planning services provided by Covenant Wealth Advisors, a registered investment advisor.

 

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