CLICK ON AN ICON TO REVEAL MORE 01. Investment Planning This includes a thorough evaluation of • Balance Sheet your current investment accounts such as • Asset Allocation your 401K, IRA’s, after-tax accounts and • Portfolio Review any other investments you have. We • Risk Tolerance evaluate their suitability, their risk, their • Stock Concentration performance, and explain all fees you are • Investment Fees being charged. We also discuss any other • Tax-Efficient Investing investments such as real estate, so we • Pre-tax vs Post-tax Investment can advise you on the whole picture. • Investment Recommendations