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Asset Allocation Analysis

With this part of the financial plan, we will help answer the following questions:

  • How should I implement my risk tolerance with my TSP/401(k)?
  • What would happen to my current portfolio if we had another 2008?
  • Am I taking to much risk considering the returns that I am getting?
  • What is my risk tolerance?

Many people have many different accounts.  We make sure they are all working together for a common goal; instead of separate from each other.

This analysis does this for you and more.

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