Complimentary Investment Portfolio Evaluation
Limited Time Offer — Summer of 2019*
Call 717-260-9281 to Schedule Yours Today
You worked hard for your money, but is your money working hard for you? No matter how you feel about your financial advisor, seeking a second opinion in the form of an investment portfolio evaluation is a step that every savvy investor should take.
Roof Advisory Group offers complimentary investment portfolio evaluations* that will help investors get accurate, non-biased answers to questions like:
- Are you taking too much or too little risk?
- How much are you paying in fees?
- Are you confident that you have identified all of the fees, including potentially hidden ones?
- How do your mutual funds, exchange-traded funds, etc. compare to those in their peer group?
- Are you spending too much money?
- Are you missing something important that could be affecting your earnings?
Roof Advisory Group offers investors a complimentary, personalized investment portfolio evaluation* from our Certified Financial Planner Practitioners. “People are consistently surprised by what we find while going through this process, ” Brad Newman CFP®. “We have been able to recommend changes that have significant impacts on risk levels, costs, and net-returns.”
We are fiduciaries, which means that we are ethically bound to act in our client’s best interest.
We are a fee-only firm, which means that we sell no products of any kind.
It is this designation as fee-only fiduciaries that ensures an honest portfolio evaluation for qualifying investors. We have the tools and expertise to assess your investments and provide you with valuable insights.
Call Roof Advisory Group Today
For Your Evaluation 717-260-9281
*Offer available for qualifying portfolios of $1mm and over. Contact Roof Advisory Group today to set up your meeting.
*Valid through August 31, 2019.
*Evaluations are already part of the service provided to our existing clients.