The goal of investing is to see your money grow over time. However, even though you can’t control how your investments rise and fall, your portfolio is anything but automatic. Like most things, it’s important to check up on your portfolio to make sure nothing is out of date and that its goals are still in line with your own.

 

Have a Question about your Portfolio?

 

5-Point Portfolio Checkup 

This checklist is only meant to identify potential problems among your investment accounts and is not a substitute for personalized professional advice.

 

Have Questions? Contact Safe harbor Fiduciary about rebalancing your portfolio or reaching your investment goals!

Visit

700 S Palafox St, Suite 300

Pensacola, FL 32502

 

3290 Dauphin St, Suite 506

Mobile, AL 36606

Call

FL     : 850-435-4844

AL     : 251-471-2955

TF     : 877-318-6639

FAX   : 850-435-4843

 

 

 

© 2020 Safe Harbor Fiduciary

 

Investment advisory services are offered through Safe Harbor Fiduciary, LLC, a Registered Investment Advisor. Insurance products and services are offered through Safe Harbor Tax Advisory, LLC.

Safe Harbor Fiduciary, LLC and Safe Harbor Tax Advisory, LLC are affiliated companies.