Financial Planning Services

Portfolio Analysis

Building your assets

This fee-based service is a comprehensive evaluation of your current investment portfolio and will include:

  • An evaluation of your current portfolio.
  • Recommended adjustments to align your portfolio with your financial goals, tolerance for risk, and investment objectives.
  • Two-and-a-half hours of analysis including a 60-minute consultation to deliver the report.

Our Portfolio Analysis is a fee-based service. There are no product sales or commissions attached to the service. So you will get an unbiased analysis of your situation.

call icon   Call 1-800-279-4030.

email icon   Email weafa@weabenefits.com.

Cost: $700*

Participants pay $350**

 

*Fee-based service. Must be a WEAC member, Wisconsin public school employee, or current participant in a Member Benefits program to participate. Family members may also be eligible. Wisconsin residency required.

**Eligible WEA Tax Sheltered Annuity Trust participants receive a 50% discount off base cost of $700. Call for details.  

Fees and services subject to change. Listed fees effective as of February 1, 2016. Terms controlled by signed service agreement.

All investment advisory services are offered through WEA Financial Advisors, Inc.

IRA rollover and fees 

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