Grandfather sitting with grandson by a stream
June 30, 2020
Written By:
Brian Goldman
Retirement Specialist, Financial Adviser

What your asset review may be missing

The last time you reviewed your assets, you probably looked at past statements and decided if you were still comfortable with your holdings.

What you might have missed is that the account may not be as important as your overall attitudes and goals — and that’s something you can’t find in any financial publication.

The Color of Money Risk Analysis is designed to help you better understand how your long-term goals could impact the financial decisions you make today.

Get your Color of Money score by answering 11 simple questions. It’s an important step toward evaluating your finances using the most important measure — your goals!

Click Here To Get Started

Brian Goldman
Retirement Specialist, Financial Adviser