Complimentary Portfolio Review

Get a second look with our complimentary portfolio review.

Our process seeks to identify asset allocation gaps, unnecessary risk-taking, and expensive investments. At the end of our conversation, we will provide observations free of charge.

> Reach out to Tom Betros at tbetros@dfanys.com.

> An advisor will reach out via phone to introduce themselves.

> We will deliver our firm disclosures and will need you to sign an engagement agreement to outline the scope of our meeting.

> We grant you access to our secure client portal and have you upload your statement(s).

> We will review your statements within 1-2 weeks.

> After reviewing, we will set up a 30-minute appointment via Microsoft Teams to review our analysis.