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Annual Financial Checkup Package Georgia Form

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a lot can happen in the course of one year and it usually does as things around us change we change to our priorities shift our goals evolve because life isn't static your finances aren't either that's why an annual review is so important it's a time to get together and look back at what's happened in the past year evaluate how it could affect your future then make adjustments to get you back on track to help you achieve your goals we'll ask the key questions about your personal finances that need to be answered each year we start with how your investments are performing you'll compare your portfolio's performance against market benchmarks does your asset allocation meet your current investment needs and preferences we may recommend rebalancing your portfolio if changes in your timelines or risk tolerance suggest modifications as your tax rate changed we'll examine whether there are tax efficient strategies that ma

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