No Performance Report From Your Advisor?

Performance Reports:  Many of my newest clients have never received detailed performance reports from their previous advisors?

I have no idea why.  This should be standard practice by all financial advisors.

Ideally, you should benchmark your progress vs your Retirement Plan that they have help you build.

No Retirement Plan? Planning is the most valuable benefit to working with an advisor.

Still, performance reporting is the absolute minimum performance reporting an advisor should provide.

You deserve nothing less.  And, for the fees you are paying, you likely deserve much, much more.

Like a Retirement Income plan.  You can learn about Retirement Income Planning by reading this post.

 

You can download a sample performance report below.

Please Note:  Speak to your tax, legal or financial advisor for specific advice about your particular plans and situation.

John Bubello Retirement Financial Advisor

John R. Bubello CFP®

I specialize in Retirement Planning & Investment Management.

My clients worry less, maximize their money, avoid mistakes and retire with clarity and confidence.

The Retirement Income Blog

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But complicated doesn’t have to mean confusing

My goal is to break down key decisions and concepts, frame them in the context of your retirement, and help you make smart, confident decisions about your retirement.

Because you only retire once.

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