Your Empower Advisory Group Advisor will work with you by first understanding your financial situation and goals, then working with you and the Investment Committee to develop the appropriate investment portfolio tailored to your needs. They will conduct a thorough review of your financial picture, including income, expenses, existing investments, and retirement goals, to build a customized strategy just for you.
This includes reviewing your current investments, identifying potential gaps, and recommending adjustments to diversify your portfolio while monitoring your accounts and making necessary rebalances to maintain your desired risk level; all while providing ongoing access to discuss any questions or concerns you may have about your financial plan.