Monitoring and Reporting
Financial Monitoring and Reporting
A Healthy Investment In Your Future.
Investment monitoring and reporting are to retirement what regular doctors’ visits are to your health.
If you add relationships with family/friends, you have the three areas most people care about in retirement.
A healthy investment experience includes regular updates and reporting, and education on what happened since the last review and why.
When we meet prospective clients for the first time, most know little about their investments. They cannot explain their investment approach or how funds were selected.
This lack of awareness causes your allocation to shift over time, resulting in an imbalanced portfolio. The consequence could be less capital and income for your retirement.
Our experience at Cornerstone is that clients want to be aware of what they hold and why. Being informed helps create greater confidence in retirement.
Our reviews include a discussion of what has changed in their lives, modifying their plan as needed, and a better connection with their investments and retirement.
Are You Keeping Track of Your Money?
Isn’t it time to know what’s going on with your money? When you schedule a call with one of Cornerstone Wealth Management’s financial advisers, you can be sure you’re getting the best possible guidance.
Looking for Financial Confidence in Retirement?
In Search of Financial Guidance for Life Transitions?
Contact us for your complimentary consultation today, and take control of your financial future in retirement.