What should I do next?

Discovering The DNA Of Your Portfolio

I. Where you WANT to go

VISION – determining your vision and goals for retirement. STRESS TESTING your current portfolio is this powerful first step in the G.P.S. process. It will help you identify strengths, opportunities, potential issues and concerns with your current financial situation.

II. Where are you now

Assess what you HAVE – your STRESS TEST will be reviewed to see the current risk, cost and income of your current portfolio. ThePORTFOLIO STRESS TEST will determine inconsistencies with where you want to go. Solutions to fix any problems as well as creation of a retirement income plan will be discussed.

III. Calculate route

Your plan- the strategies discussed during your second meeting will be implemented. Reaching your goals requires action. Once your route is calculated, you should have an easy-to-follow path to help you work towards your retirement goals.

IV. Re-assess

Continous review to keep you CONNECTED to your retirement path- your portfolio will be monitored to help ensure it is in line with your objectives, including any new changes, situations or needs that may arise.

Commonly Asked Questions:

It is important to fully understand your current situation and work with a financial planning firm that will help make sure your assets are properly invested and managed.

How much risk should I be taking during retirement?

How much am I paying my existing advisor?

Will I run out of money?

How Do I leave a legacy?

Why Choose Long Tax and Financial Group?

How do I develop an income plan?

What should I do next?

Contact Us

Can your portfolio handle the stress of retirement? - Portfolio Stress Test

Get a full understanding of the amount of risk, fees and loss exposure within your current portfolio.

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered through AE Wealth Management LLC, an SEC Registered Investment Adviser.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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