unsure

Do you have questions about your investment portfolio?  Are you paying too much in fees?  What are your risk exposures?

Kim’s firm, Wealth Legacy Institute, can provide you with an objective second opinion through a Portfolio Audit.  The Portfolio Audit includes in-depth analysis of your overall asset allocation, equity investments, fixed income, and fee structure.  Through the approachable format, you will gain confidence learning what’s inside your investment portfolio.

 

 

 

Learn more!