The investment world can be complex and overwhelming.

 

Your financial picture involves many moving parts – your investment selection, your asset mix, risk levels and financial planning to name a few.

​

The fees you pay for your investment services could be one of the biggest expenses of your lifetime and most people do not realize this.  The impact this has is significant - it could mean a 6-figure difference to your retirement.

 

The single biggest (and maybe most important) question is are you getting value for how your finances are managed?

 

But where do you start?

 

Answering this short self-assessment you will help evaluate if you are getting value for your investment services

 

It will take 2 minutes to answer the questions.