Your Score: B
Congratulations, you passed!
It looks like you have most things covered. However, it sounds like you have some holes in your plan that could be improved. A second opinion to provide fresh eyes and ideas never hurts. Book a consultation below to let the Alpha Squared Capital team:
- Provide a complimentary stress test of your portfolios & benchmark performance.
- Provide a complimentary review of your written financial plan.
A mission to deliver alpha.
8777 East Via De Ventura #350
Scottsdale, Arizona 85258
Alpha Squared Capital is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Alpha Squared Capital and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Alpha Squared Capital unless a client service agreement is in place.