LBMC Investment Advisors, LLC is pleased to announce the INVESTMENT CHECK UP - a new service to benefit those who are unsure of the nature of their investments and how those investments work together.
“Before you start on any journey, you must understand where you are currently and then map the direction towards which you want to go.”
Many investors do not have a clear picture of their portfolio and realize problems may exist. LBMC Investment Advisors, LLC was established to assist people in creating, implementing and understanding their individual investment strategies.
Our investment expertise, combined with our in-depth knowledge of both your financial situation and the relevant income tax and estate and gift tax laws, truly gives us a unique perspective in providing comprehensive solutions. The company has flourished as clients have come to recognize the synergies that come from having your accountant and investment advisor work closely together. Because we continually look for ways to add value to our relationship with you, we developed the Investment Checkup.
With the LBMC Investment Checkup you receive:
- A current asset allocation chart specific to your holdings.
- An Investment Review analysis which examines each of your holdings for past performance, risk, security overlap, sector weighting, and cost.
- A letter containing specific areas of concern and recommendations for fine tuning the portfolio.
- A one hour investment review and planning session.
All we need from you:
- Statements for your various accounts
- Personal financial statement, if available
The Investment Checkup is a valuable tool to help you determine if you are on the right track to achieving your financial goals. However, it is more than just a tool - it can be the roadmap to your future.
Contact Information: firstname.lastname@example.org (615)377-4600 (888)791-6753