I know very little about finance and the stock market but I knew I needed to make sure I was on the right path for retirement. A friend turned me onto Ron Delegge’s portfolio services, and his podcast, but the real game-changer was the portfolio report card. It broke down what I was doing well, and not so well, and also offered encouraging words that have helped steer me in the right direction. Finding out what was and wasn’t working and what I can do to optimize my money has been a huge relief. Ron was able to grade my portfolio quickly and thoroughly, I have been able to make the necessary changes to my investment strategy and 401k plan and I will have him grade my portfolio again to make sure I’m still heading on the right path.

I didn't know what to expect but was surprised at the amount of insight given. The professionalism and the great feedback was really appreciated.

After receiving a large inheritance, I was forced to learn about how to manage my money. And the Portfolio Report Card helped me to identify where I need to focus my attention on. I scored well on reducing cost, but I definitely need to improve on organization and reducing my taxes even further. Thank you to Ron and the team for shining the light on my money!