之前有个故事是关于 装甲 卡车 that released thousands of dollars onto the interstate in Atlanta — 真的是钱在下雨! 结果，人们把车停到 获取一些自由现金. 总共损失了17.5万美元.
While most people 是n’t losing money by a 卡车 door flying 打开,几个人 是 由于月月亏损不同 因素. You very well could’ve met your 12% growth this year, but what if you 本可以增长15%，甚至20%? 显然，赔钱不是 good thing when it comes to your financial situation, but found money is great.
That’s why at Hoffman Financial Group, we hold quarterly meetings with our clients to look out for leaks in their accounts. 它可能是 in the 是a of fees, it could be taxes, it could be risk management — it’s about finding little nuggets of gold within your portfolio. 当我们建立环亚ag88登录 retirement road plan, we do an analysis and find some golden nuggets along the 道路.
At every quarterly meeting, we’ll learn what’s changing in your life that we need to look out a year from now, two years from now, five years from now, and make little tiny tweaks to help prevent those leaks. 在 our portfolio analysis, we perform a 12-year look-back to show you the performance of the current portfolio and how it would behave if we went through 又一次像2008年那样的衰退. 从那时起，我们将看到环亚ag88登录投资组合如何增长 在过去的12年里，以及你们的收费结构.
It can be easy to let fees and inflation creep into your 随着时间的推移，这些漏洞会越来越多. 你可能没有时间 to constantly look at your portfolio, but that’s where working with an experienced team of financial advisors can be beneficial. 我们是来帮忙的 you fill those leaks by c是fully monitoring your portfolio to help fill in 这些漏洞. 今天打电话给我们安排一个免费的会议!