Free Investment Portfolio Review


We will help you determine:

  • Are you properly diversified?
  • How do you get income during your retirement?
  • Are you at risk of losses in the next bear market?

Our free, no obligation portfolio review can answer these questions so you can make sure you’re on the road to your future financial goals. 

At Money Matters, we’re all about you. When you work with us, you’ll get more than typical financial planning. You’ll get personalized service from experienced professionals who’ll meet with you one-on one to make this process easier on you. You’ll get your own “watchdog,” who will work hard to keep you up-to-date on the current market, and keep your portfolio in shape.

We’ll analyze your retirement needs and recommend strategies that are intended to help you maintain your preferred standard of living. We’ll assist you with Family Wealth Planning and beneficiary designation, answer questions regarding when to retire and provide financial educational opportunities.

When you do come in for a complimentary visit, we will help you if we can.If we can’t, we will tell you that too. Either way, there is no charge or obligation and we will part as friends.

We want you to have the retirement you deserve!




Free Portfolio Review appointments are available to investors who are over 50 and have an investable portfolio of more than $100,000.

IMPORTANT: NOT INCLUDING YOUR REAL ESTATE OR HOME, please indicate the total amount of your investable portfolio (minimum $100,000).

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