SUPERCPA℠ Investment Statement Review
We will conduct an analysis of your current investment strategy to see if it coincides with your investment goals, whether it is the most effective & cost effective strategy for your personal situation, or whether you have experienced “Investment Drift” where your current investment strategy has deviated from your intentions.
Strategies that seek to help you:
- Meet income needs over time
- Manage risk in line with your goals & time horizon
- Generate growth to outpace inflation