Broker Check

Investment Snapshot Analysis

Kimball Creek Partners are available on a fee only basis to provide a point in time, second opinion on self-directed portfolios or accounts managed by outside firms.  We will establish access to WealthVision™, an online tool powered by eMoney, which provides an organized single access point to view and share financial accounts across platforms and providers.  We will ask you to input accounts that will allow us VIEW ONLY access to see holdings from a dynamic, holistic point of view.  If you prefer, we contract with a third party to input individual investments from account statements that you provide.   This method will provide a static, point in time analysis.  

After discussion to establish your unique financial goals, investment experience, income and tax bracket, net worth, risk tolerance, and time horizon, we will analyze your existing portfolio for optimization and diversification then provide a written summary of observations, assumptions and specific recommendations.