| This assessment is designed to provide you answers the following questions: |
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At what age will you be able to comfortably retire? |
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Will your income cover your expenses the rest of your life? |
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Are you adequately insured for life, disability and long-term care? |
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Do you have the right mix of taxable and tax deferred accounts (e.g. IRAs, 401(k)s)? |
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Are your wills and trusts current? |
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Are you combining your investments with every tax saving strategy available? |
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At Fluent Financial, we can help you find strategies to address these questions and accelerate your financial independence. We will gladly provide you with a no-obligation assessment, provided you meet specific requirements.*
Our service model is tailored to accommodate specific clientele to achieve the highest standards of superior customer service for our clients. Thus, we cannot vary from this model.
*$500,000 minimum of investable assets is required.
* No strategy assures success or protects against loss.
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| ANALYTICAL? Click on the sample portfolios below to learn how our assessment process may help you: |
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 BEFORE:
Click on the image to view a sample "before" portfolio graded by Fluent Financial |
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 AFTER:
Click on the image to view a potential portfolio “after” changes and recommendations |
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 COMPARISON:
Click to view a portfolio comparison with before and after metrics |
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