Broker Check

Free Portfolio Analysis


Complete your risk tolerance questionnaire


Send us your most recent financial statements



Step 1

Click below to complete your risk tolerance questionnaire.

Step 2

Send us your last financial statement by means of one of the following

  1. Email them to
  2. Fax them to 1-888-488-7863
  3. Mail them to 5701 N. High St., Suite 100, Worthington, OH 43085

Step 3

You're all set!  One of our advisers will review your risk tolerance score, current financial statements and provide a holistic analysis of your portfolio.

You will learn how much you're paying in internal expense ratios, how many funds are purchasing the same security with different fees, how often securities are bought and sold with transaction costs each time and whether or not your current portfolio is aligned with your comfort with market fluctuations.

Prepare to find out what is really in your portfolio.  We look forward to speaking with you within 48 hours!

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