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The Portfolio Analysis Review (PAR) helps in mapping your route to solid financial plan in retirement. If you are like many of our clients, you have been steadfast when it comes to saving for retirement. Do you feel as confident when it comes to how your savings are working for you after you retire?


Portfolio Analysis Review is an annual financial check up on your retirement assets.


This is where we come in. The three step process takes inventory of your portfolio Assets with a comprehensive 360 degree approach and we do this each year you are with our firm. The PAR checklist can help provide answers to the following questions regarding your investments:


  • How many brokerage accounts do you have at each custodian?
  • How many positions do you own in each account?
  • How much income do you receive from investments?
  • How is your portfolio’s risk balanced with potential rewards?
  • How do fees and expenses associated with your brokerage accounts affect your portfolio’s long-term returns?

The PAR process creates a detailed and accurate account of your investments while organizing your portfolio, which makes it easy to comprehend. Please complete your information on the right and submit.


For each individual completing a Portfolio Analysis Review you will receive 1 dozen Pro V1 golf balls at time of completion.

Schedule your Portfolio Analysis Review.

* required

GRAND ISLAND OFFICE
Brokerage Specialists, Inc.
Email marketing@brokeragespecialists.com
Phone (308) 398-0037
1828 N Webb Rd
Suite 2
Grand Island, NE 68803

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Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.