Welcome to HowIsMyIRA.com – Invest with Purpose
Your IRA or 401(k) may be one of the largest assets you own, yet too many account holders leave their retirement savings unmanaged, without a clear strategy for growth and preservation.
We help you build a personalized investment strategy that aligns with how much you can save, your risk tolerance and your time horizon.
Start Investing with Purpose Today
- Get personalized guidance
- Understand your fees and investment strategy
Your retirement is too important to leave to chance. Let’s see if we’re the right fit for you, call me for a no-obligation conversation today at 267-465-7520.
Joseph A. Frederick, AIF®
Financial Advisor
What Are the Steps to Becoming a Client?
Our process is simple and designed to help you invest with confidence.
- Get Started – Select the ‘Let’s Begin’ tab above to securely submit a short form. If you would rather not submit the form, please feel free to contact us directly, we are happy to assist you!
- Complete Your Risk Profile – You will receive an email with a link to our Risk Profile Questionnaire to determine your Risk Score.
- Review & Discuss – Once we assess your Risk Score, we will reach out to explain what it means and discuss potential next steps.
- Portfolio Analysis – We will evaluate your current investment portfolio and compare its risk level to your Risk Score to identify any potential misalignment.
- Personalized Investment Proposal – Based on our analysis, we will create an Investment Proposal tailored to your needs, along with a suggested Model Portfolio that aligns with your risk tolerance. There is absolutely no obligation on your part to proceed.
- Seamless Onboarding – If you decide to move forward, we will guide you through the new account process to set up your IRA account, ensuring a smooth transition.
What Model Portfolios Do You Use?
As advisors with LPL Financial, we provide access to top-tier institutional money managers, professionals who build portfolios for large institutions and endowment funds. Typically, individual investors need $1 million or more to access these strategies, but through us, you can invest with as little as $10,000 to $25,000, depending on the manager.
We leverage the Model Wealth Portfolio (MWP) platform at LPL Financial, giving you access to well-known investment managers you may recognize:
For additional Questions and Answers, please see ‘Advisory Platforms’ tab
Our commitment to you is SERVICE…
Informative Monthly eNewsletter
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Insights to enhance your financial literacy.
Comprehensive Account Review
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Portfolio assessment
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Risk score reassessment
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Consideration of life-event adjustments
Educational Zoom Meetings
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Designed to empower your understanding of asset accumulation and distribution strategies.
