To Request a Complimentary 30-minute Investment Consultation

(Generally for those with a stock and bond portfolio worth over $150,000.) Please email or call us if you are interested in an investment consultation or having our retirement calculator run for you.

Investment Consultation

In an investment consultation, we discuss your current financial and investment situation, focusing on your investment portfolio, including a brief discussion of the following:

  1. Your investment philosophy and risk profile
  2. Your current asset allocation and diversification
  3. Individual stock, bond and fund comments
  4. Portfolio rebalancing
  5. Socially responsible investing commentary

If you want a more detailed analysis of your investments, we can set up an additional hour or two for a portfolio review, in which we analyze in more detail your investment holdings and goals, and talk about potential solutions to your current portfolio issues in order to reach your long term goals.

Retirement Calculator

What is a retirement calculator?

A retirement calculator is a computer program that helps you to understand your retirement and investment goals, by illuminating how different expense and investment return scenarios affect your income in retirement.

To run the retirement calculator, we take information such as your current personal expenses, your expected social security benefits and pension benefits, and plug in various return scenarios for your investments. Then we run the retirement calculator to see how long your funds would last (hopefully forever) under various scenarios.

Running the retirement calculator usually takes about an hour session, but may take longer if you need to run more scenarios.