You’ve saved for decades, accumulating significant assets for retirement. You may have done it yourself or you may have used an Advisor. You have stocks, mutual funds, maybe some bonds, and you’ve been told you’re diversified and don’t have much risk.
You’re retired, or close to retirement, and when you ask about risk or a plan, you’re told “don’t worry-everything is OK.” But, do you know for certain, 100 percent, things will be OK if the stock market crashes? And the answer is NO, you probably don’t know, because you’ve never had your entire portfolio analyzed, you’ve never had it put under the microscope, you’ve never had a total portfolio audit. A total portfolio audit will:
#1- List out every asset you own in your portfolio based on individual investment amount.
#2 – Provide you a risk score between 1 and 99, with 1 being low and 99 being high.
#3- Show you the probability of what your portfolio could make, and lose, in the next 6 months.
#4- Show you what your current portfolio would have earned in 2013, when the S&P 500 Index increased by 32.3 percent..
#5-Show you what your current portfolio would have lost from Jan 2008 through Dec 2008, when the S&P 500 Index lost 36.8 percent.
#6-Show you what your current portfolio would have lost during the 2008 Financial Crisis from October 15, 2007 through March 2, 2009, when the S&P 500 Index lost 53.1%.
If you want a total portfolio audit- call us today.
Vipul Varma
VIP Financial
402.547.0395
Financial Advisor in Parker Colorado
Tax Planning