• Do you need help effectively balancing all of your saving priorities with living now?
  • Do you know what's happening in your portfolio?
  • Do you know how much you are paying your broker or advisor in fees and commissions?
  • Are you invested in high fee products with lower cost alternatives?
  • Would you like a straight-forward answer on your investments from a fiduciary?

With our J. Bradford Fresh Look Service we will:

  1. Perform a portfolio review, analysis and audit.
  2. Assess the investment strategy and the portfolio positions you've built with your existing broker or advisor.
  3. Provide a 2nd opinion and independent assessment of your accounts.
  4. Help you balance your saving and spending priorities.

After the assessment, there is no obligation to act or move assets. We can also help answer questions and give you straight-forward advice on a wide variety of topics:

  • Building a plan for retirement income
  • Making investment choices in your 401(k) or 403(b)
  • Getting started with or assessing your college savings
  • An execution strategy for employee stock and stock options (ESPP, ESOP, RSU)