How much money do I need to stop working?

Everybody has a magic number.

Your free Portfolio Report Card will reveal how far along you are.

How much money do I need to stop working?

Everybody has a magic number.

Your free Portfolio Report Card will reveal how far along you are.

What is a Portfolio Report Card?

The Portfolio Report Card determines the strength and weaknesses of your investments in crucial areas including

  • Cost
  • Risk
  • Taxes
  • Performance

After completing a quick questionnaire, you’ll receive your free Portfolio Report Card, and a free one-page diagnosis will be hand-delivered to you by a licensed financial advisor.

What is a Portfolio Report Card?

The Portfolio Report Card determines the strength and weaknesses of your investments in crucial areas including

  • Cost
  • Risk
  • Taxes
  • Performance

After completing a quick questionnaire, you’ll receive your free Portfolio Report Card, and a free one-page diagnosis will be hand-delivered to you by a licensed financial advisor.

How It Works

Answer a few easy questions

Complete a quick survey to tell us about your investments*.

Submit your request

We’ll match you with a licensed financial advisor who will analyze your data and grade your investments within 24 hours.

Receive your exam results

Book an appointment with your designated financial advisor to get your free Portfolio Report Card and to receive a thorough explanation of your final grade.

How It Works

Answer a few easy questions

Complete a quick survey to tell us about your investments*.

Submit your request

We’ll match you with a licensed financial advisor who will analyze your data and grade your investments within 24 hours.

Receive your exam results

Book an appointment with your designated financial advisor to get your free Portfolio Report Card and to receive a thorough explanation of your final grade.

Testimonials

"My portfolio was all in one mutual fund during my initial analysis and at the time I was somewhat happy with the 4% dividend. But the Portfolio Report Card showed me the one mutual fund I owned was lacking in any significant capital appreciation and it was a front load fund with a sales charge. Since I received my final grade, I began investing in diversified areas like growth stocks, REITs, and utilities for larger dividends. My dividends have grown to an average of $2850/per month"

Chris
Riverside, AL

$785,000 brokerage account

"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 a 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."

Bob V.
Buffalo, NY

$1.2 million IRA and brokerage account

"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."

Phillip S.
Denver, CO

$446,000 IRA

What Your Grade Gives You

Clarity.
Get a comprehensive view of where your money is going by viewing your investments on a single page.

Peace of mind.
Eliminate doubt about your portfolio’s risk, cost, and performance situation when you receive a full report from your advisor.

Confidence.
Stop investing blindly. Get your financial plan on track.

Guidance.
Your financial advisor will help you create a plan of attack to fix your portfolio’s unique weaknesses.

What Your

Grade Gives You

Clarity.
Get a comprehensive view of where your money is going by viewing your investments on a single page.

Peace of mind.
Eliminate doubt about your portfolio’s risk, cost, and performance situation when you receive a full report from your advisor.

Confidence.
Stop investing blindly. Get your financial plan on track.

Guidance.
Your financial advisor will help you create a plan of attack to fix your portfolio’s unique weaknesses.

What Your Grade Gives You

Clarity.
Get a comprehensive view of where your money is going by viewing your investments on a single page.

Peace of mind.
Eliminate doubt about your portfolio’s risk, cost, and performance situation when you receive a full report from your advisor.

Confidence.
Stop investing blindly. Get your financial plan on track.

Guidance.
Your financial advisor will help you create a plan of attack to fix your portfolio’s unique weaknesses.

Stop working on your terms!

As a bonus, you’ll also get our FREE eBook.

Stop working on your terms!

As a bonus, you’ll also get our FREE eBook.

Where Does My Portfolio Data Go?

With your privacy as our priority, we guarantee the data you provide will only be used for your own grading purposes.

Where Does My Portfolio Data Go?

With your privacy as our priority, we guarantee the data you provide will only be used for your own grading purposes.