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Comprehensive Financial Planning


Are you concerned about the fate of your wealth?
Do you understand how prepared you are for the future?

Consider a Portfolio Second Opinion from Jentner Wealth Management. This is a professional investment review of your investment holdings. Your tailored report will analyze:

Investment policy
Diversification and allocation
Risk vs. return and risk tolerance
Historical returns and benchmarks
Costs, turnover, and tax efficiency
Alignment with goals
The report will also provide suggestions for increasing your portfolio’s strength.