There are different types of monitoring we’ll apply to your account(s). Your investment accounts will be monitored daily to reinvest new dividends and for tax strategy opportunities. Your income plan is reviewed and may be updated monthly based on your latest withdrawal. Every quarter we’ll rebalance your holdings to ensure your accounts are still aligned with your retirement plan and investment strategy. We’ll also review your financial plan annually or upon your request as your situation evolves.
Investing involves risk and past performance is not indicative of future results. Increased spending increases the risk of depleting your savings and performance is not guaranteed. It is very important to do your own analysis before making any decisions based on your own personal circumstances.
Tel: (833) 222-1807
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