Concerned About Your Investment Portfolio?
Get a Complimentary, Personalized Second Opinion
Why get a second opinion?
Are you unsure if your current investment portfolio is on track to meet your financial goals? Do you worry about outliving your savings or losing money in volatile markets? Legend Financial Advisors, Inc.® offers a personalized, no-cost second opinion to help you maximize the potential benefits from your investments.
As a Fee-Only, Fiduciary advisory firm, Legend is committed to putting your best interests first. We have no affiliations with broker/dealers and do not receive commissions, ensuring unbiased advice that prioritizes your financial well-being.
Working with an Advisor?
Not all advisors have the expertise to guide you through volatile markets. Some may lack a deep understanding of investment taxation, market dynamics, and cost efficiencies. If you’re unsure whether your current advisor is truly meeting your needs, a second opinion can offer clarity.
A second opinion from Legend can provide peace of mind and actionable insights to enhance your investment strategy.
Working Alone?
Managing your own investments can be incredibly overwhelming, not only because of the inherent complexities of the financial markets but also due to the ever-expanding range of investment options available today. Navigating these options requires a deep understanding of market trends, individual investment vehicles, and the broader economic environment. Additionally, the time commitment necessary for thorough analysis, ongoing research, and informed decision-making can be substantial, often leaving self-directed investors feeling stretched thin and uncertain about their strategies. Balancing these demands while striving to achieve your financial goals can turn what seems like a manageable task into a daunting and stressful endeavor.
A second opinion from Legend can help you navigate these challenges and ensure your portfolio is optimized.
What Does Legend’s Second Opinion Include?
Portfolio Structure Analysis: A thorough review of your current investment portfolio’s structure.
Investment Evaluation: A detailed assessment of each investment’s past performance and future potential.
Risk and Comfort Analysis: A discussion on your risk tolerance and how well your portfolio aligns with it.
Market Crash Simulation: An illustration of how your portfolio might perform in a market downturn.
Tax Efficiency Evaluation: An analysis of your portfolio’s tax efficiency to minimize unnecessary tax burdens.
Income Estimation: An estimate of the income you can potentially withdraw from your portfolio, if applicable.
Cost Reduction Opportunities: Identification of ways to reduce costs related to trading, investment choices, and strategies.
Product Cost Analysis: A breakdown of each investment’s cost to identify potential savings.
General Investment Recommendations: Advice on how to improve gains, lower costs, reduce taxes, preserve wealth, and avoid unnecessary risks.
Ready to Explore a Free Second Opinion?
Take the first step toward ensuring your financial future is secure. Fill out this form on the left, or call Legend today at (412) 635-9210 or click below to schedule a free appointment.