1) Are you confident that your retirement income will be adequate after considering inflation and taxes?

2) Has anyone sat down with you in the past two years and said: Here are the ways you can cut your taxes?

3) Do you know exactly what you are paying for in your total portfolio (assess all fees, expense ratios, and tax efficiency)?

4) Do you know what your overall portfolio’s annualized rate of return has been for the past few years?

5) Have you reduced estate taxes to a minimum and provided appropriately for your family and charities?

6) Have you had an asset allocation strategy analysis completed on your overall portfolio to be certain you are maximizing your potential returns and reducing risk?

7) Do you know if the money managers in your portfolio have been above-average or below-average?

8) Have you had an independent advisor give you a second opinion on your portfolio recently?

If you answered "no" to any of the above questions then you need to schedule a free consultation with

A4 Capital Management