No matter what your portfolio allocation is, we can help. During investment reviews we examine the performance of your current portfolio in aggregate as well as individual positions held. Using the analysis of your current investments, we are able to make recommendations based upon your risk profile and financial objectives. We are also able to use this same strategy for your employee 401K plans.
View the below examples of reports that your advisor will use to help you both track the performance of your investments.
We start and end with your dreams. Once we know what you want out of life – for yourself and your family – we evaluate where you are relative to your goals. We can then recommend strategies designed to get you where you want to be. But we don’t stop there. We help you implement the recommendations. And, we watch over your plan so that you can live your life. We continually monitor your financial situation to ensure that you remain on track toward achieving your goals. Your goals remain the centerpiece of our recommendations and strategies.
Check out the videos below to see how financial planning can help you plan for your future.
As we all know, insurance is a crucial part of every portfolio. We have the ability to handle, life insurance, long-term care insurance, and disability insurance in house. There is no need to go anywhere else.
For information on other professional services offered solely by Bernie Taillon, please visit www.bernietaillon.com.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, IN, KS, KY, MN, MO, NE, NM, OH, OR, TX, UT, WI.