Investment and Insurance Review

We provide complementary reports to analyze your current annuity, insurance, or long-term care policy to see if you are paying too much in fees or costs. Are you getting the best service possible from your investments and the best price?



Are you assets in line with your attitude about risk? You may have a low risk tolerance, but your assets are riskier than you thought. Everyone is different, so a personalized review is necessary.



Color of Money Risk Analysis

The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score. This short, interactive analysis is the first step on the road to retirement.

Get My Risk Score