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Audit Your Portfolio

Audit Your Portfolio

Your advisor says you have a moderate risk portfolio.
What does that really mean?

If the market is up 10% how much would you expect to gain?
What if it’s down 20% how much could your portfolio lose?

Why is this so important?

What if your risk of losing money is more than you want or can afford? An audit can help to adjust it.

What if you aren’t earning enough to maintain the income you need in retirement? Well, An audit can help adjust it.

An AUDIT is to your Financial Plan what a Tune Up is to your car, but surprisingly most investors have never had this calculation done for them. Now you can. It’s complimentary and part of our concierge advisory service.

It’s a simple 3 Step process.

Step 1


What rate of return do you NEED to reach or maintain your retirement goals?
What amount of loss is financially too much? How much can you tolerate to lose before it is too much?

Step 1 answers these questions . . .

Step 2


Since every investment has a track record we use software to calculate three important facts about your portfolio:

How much it would be expected to gain in good markets, how much could it lose in bad markets and how long should it be able to provide you income.

Then we provide one more step . . .

Step 3


Does your portfolio match YOU? When markets go down will it lose more than you can tolerate?

What is the probability that your portfolio can provide you retirement income for your lifetime?

Third step answers these questions AND provides a solution to match your portfolio to YOU.

START FIRST STEP HERE

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Carlson Wealth Management

Toll Free: 866.283.9598
Fax: 866.390.1385

Copyright © 2022 Carlson Wealth Management, San Diego, CA • Check the background of this firm on FINRA’s Broker Check

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA / SIPC. Carlson Wealth Management and IFG are unaffiliated entities.

Licensed to sell securities in the following states: AZ, CA, FL, NY, OR & WA Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

The market indexes discussed are unmanaged and generally considered representative of their respective markets. Individuals cannot directly invest in unmanaged indexes. Past performance does not guarantee future results. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. No investment strategy can guarantee a profit or protect against loss.
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