Money Magazine is looking for five families to pair with a financial planner for a free portfolio makeover. The story will run in the January/February 2011 issue of MONEY. A professional adviser will suggest a new investment plan tailored to the family’s goals and financial situation and be able to address other financial concerns.
If you would like to be considered for participation, send an email to firstname.lastname@example.org. You will get an automated reply explaining what information they will need from you to consider you for a makeover.
They are particularly interested in talking with families who have concerns regarding risk and simplicity. Do you wonder whether you are taking too much risk with your investments? Or do you think you might not be taking enough risk? Are your investments so complicated that you can’t keep track of them? Or do you worry that you have too many eggs in one basket?
To get an idea of what these makeovers look like, you can check out this story from a past issue:
<a href=http://money.cnn.com/2010/01/04/pf/funds/Portfolio_retirement.moneymag/index.htm>Money makeover</a>