In order to allow Estate Attorneys, CPAs and other allied professionals (e.g., executive staff of nonprofit organizations) to experience the value of our services firsthand, we offer local allied professionals the following complimentary services:

Complimentary Portfolio Review.

1. •Assessment of your personal risk tolerance
   

2. •Determination of a risk-appropriate target portfolio
   

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

Complimentary One-Goal Financial Plan.

1. •Assessment of your personal financial situation
   

2. •Determination of your probability of success based on Monte Carlo Analysis
   

3. •Recommendations for improving your probability of success (including a proposed asset allocation but excluding specific investment recommendations)