The Organized Investor

So you're ready to get your investments organized...now what? We believe the first and most important step is to begin by looking at a complete snapshot of your investments and assets collectively.  We can assist you with this by preparing a fully customized Portfolio Insight report at no cost or obligation. This report will assist you with identifying areas that could potentially be improved upon in reaching your long term financial goals or provide you with peace of mind that you are on track to meet those goals.  Because this report is based solely on your personal information, we will need your financial institution statements (ie. brokerage account, bank account, annuity and retirement plan statments) to generate the data for this report.  There are several ways to share your information with us...

1) The easy way...sharing your statements with us, which will allow us to collect the information we will need (ie. dollar amounts, ticker symbols, CUSIP #s) to prepare your customized Portfolio Insight report without you having to do any of the work.  There are several ways to share your documents with us.  The easiest would be to simply click on the "Upload Documents" button below and walk through the process that will allow you to upload your statements/documents from your computer directly to us through our secure Citrix Sharefile program. Some additional ways would be to email them to us, which we do not suggest as email is not secure, or using USPS or FedEx mail them them to us.  Lastly, there is always the option of dropping your documents by our office. Our address is 1111 Northshore Drive, #P-250, Knoxville, TN 37919.

2) The hard way...you will click on the "Portfolio Insight Form" button below and fill out the necessary information on the form we have created that will allow you to share with us the data that we will need in order to provide you with a customized report.  Once complete, you will hit the submit button and the form will come straight back to us using our secure Citrix Sharefile program. This option means you will be committed to spending more time preparing the information we will need to be able to create this report for you. 

After we have generated a personal report for you, we will set up a time to meet with you and discuss what the report showed and potential changes that can be made to assist you with having your investment affairs working for your best interests. Please take a minute to review the sample report we have provided below by clicking on the button "Portfolio Insight Sample" to get an idea of what this customized report will look like. 

Are you hoping to retire at some point? Maybe you've just started your career and want to begin planning now for your retirement goals.  Or maybe you are nearing the end of your career and want to check in on your goals to ensure your retirement needs can be met.  Or maybe you are right in the middle of your career, but want to ensure that you are on track to meet your retirement goals. Or lastly, maybe you are already retired and want to make sure you are living out your plan well.  Wherever you may be in this process, we are here to assist you with ensuring your retirement affairs are organized and obtained.  One tool that we would like to share with you is our Envision Analysis report that will allow us to run projections providing differing scenarios based on your retirement goals and your current assets.  These reports are fully customized to your personal situation, which means, like the need to provide us with your financial information for the Portfolio Insight report, we will also need this information to run an Envision Analysis.  After the report is run, we will have a face to face meeting where we will discuss what the analysis yielded and will guide you with suggestions on how you can best meet your retirement goals.  Below you will find additional resources/tools that will assist you with taking the next step in this process.  Additionally the same way that we shared about the differing ways you can provide us with your information in the Organizing your Investments section, carry over here as well...upload them to our secure Citrix Sharefile program, email/mail them to us or complete the below forms that provide us with the necessary information pertaining to your assets and goals and will be sent back to us directly.  Please feel free to contact us with any questions as you read through the below samples and take the next steps with this process.