Once Estate Attorneys and CPAs have experienced the value of our services firsthand, we will be happy to provide the following complimentary services to the clients of local allied professionals:

Complimentary Portfolio Review.

1. •Assessment of your client’s personal risk tolerance
   

2. •Determination of a risk-appropriate target portfolio
   

3. •Comparison of the risk and return of your client’s current portfolio with the risk and return of the recommended target portfolio