"Before getting graded we knew that we had problems with our retirement accounts but we couldn't put our finger on it. The Report Card helped us to uncover and fix the problem areas."
Shelly and Dave H.
Huntington Beach, CA
($1.6 million IRA, Roth, IRA, and family trust account)
"Even though I've been pretty good saver, I've made lots of investing mistakes over the past 30 years. Having my investment assets analyzed and graded was scary at first, but the final result has been positive. I'm taking less risk and spending less in taxes and fees."
($678,080 401k plan)
"The Portfolio Report Card is easy to understand and boiled down all my investing strengths and flaws on a single page. I think both novices and experienced investors would benefit."
($842,150 IRA, 403b, and brokerage account)
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