How are your stocks/funds really performing?

performance_auditYour monthly statement shows if you are making money but not if you are outperforming or underperforming the market! A performance audit gives you this valuable feedback.

What is a performance audit? Simply, it is a graphical representation of your holdings price performance versus just investing in the market — the S&P 500.

Why is this important? After numerous performance audits, only about 20% of investors holdings–outperform the market! Unfortunately, most do not discover this until they are near retirement!

You don’t have to be with the underperformers who are flying blind. For a limited time, I am offering Performance Audits on a first-come, first-served basis. Pricing is based on the number of securities to review. Most audits fall into the $300 -$500 range.

Remember – You can’t manage what you do not measure!

Complete the Form Below for a
FREE Performance Audit Sample and Estimate