San Diego Financial Advisor Jason Groth Offers Annual Reviews

Jason Groth is a San Diego financial advisor who offers annual reviews. Annual reviews are a golden opportunity to catch up with the latest financial trends and to see if you are on the right path to a secure retirement.

Because finances can be complex with a multitude of regulations, and because the investment landscape is continually evolving, a financial advisor can review your situation every year to give you peace of mind and clarity as to your financial condition and trajectory. A financial review also helps to deepen the rapport and trust you have with your financial advisor, since you know you are able to touch base with him or her and will be assured that your concerns are taken seriously.

In particular, an annual review will allow you to determine if your investments are performing well and if you should adjust your portfolio. If important news has come out about a particular company you are invested in, you will have to determine with your advisor if that investment still meets your personal criteria. The perfomance of your investments may also determine if any adjustments are needed to your portfolio. If diversification is your goal, your financial advisor will help you to figure out if you are properly diversified.

Another key benefit of an annual review with a San Diego financial planner is to determine if your strategy for dealing with taxes is optimal. Some types of investments are taxed at a higher rate than others, and some have no taxes at all. While there are other considerations besides taxes to developing an investment strategy, taxes are an aspect of which investors should be aware. A financial planner will help you to maximize your returns and minimize your taxes to best meet your long-term financial goals.

Jason Groth of San Diego Offers Annual Reviews

In San Diego, Jason Groth is able to guide you in the proper direction to meet your long-term goals and retire with security. He has been involved in the finance industry for over 20 years and has helped individuals and businesses with financial and tax planning. What separates him from other wealth advisors is that he breaks down complex jargon very simply for his clients to bring their minds at ease. It is important that your financial advisor communicate with you effectively so that you understand the strategy employed and the regulations involved that affect your wealth. Contact Safe Harbor Solutions to learn how Jason Groth can help you secure your future.