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Portfolio Analysis

If you prefer self directed investing or have limited choices in your accounts,
you can choose Sound Financial Solutions to evaluate your portfolio.

We will:

  • Analyze your portfolio composition by asset class, industry, geography or investment style
  • Identify portfolio risk
  • Recommend asset allocation and fund choices, including employer plans
  • Aggregate all of your accounts to create a comprehensive picture of your wealth
  • Recommend parameters for re-balancing