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SAM Financial Advisors believe each investor is very capable of managing their own portfolios. As we become a smarter society armed with massive amounts of easily available information, there is no need to spend 10’s of thousands of dollars on basic portfolio management. As a much more affordable replacement we are offering some sound advice to managing a healthy portfolio.  We are currently not taking on new clients. But we've decided to share this self-service planning kit with the world. This portfolio hack is considered a simplistic approach to efficiently structure a plan. We also teach you to identify and avoid hidden fees along the way.

So please enjoy this Self-Service Portfolio Planning Kit which includes general advice to get you started on building your own portfolio, a portfolio allocation calculator, a fee calculator, and some suggested ETF picks to consider.  It is customizable for any age, any portfolio size, and any risk tolerance.   Whether bearish or bullish... whether aggressive or conservative... whether a beginner or an experienced investor, you can tweak it based on your parameters.  This planning kit with calculators includes an easy to implement plan.  It’s very simple, very efficient, can save you a fortune, and can replace the majority of traditional wealth managers. 

Why Are We Offering This? - Our team has dedicated themselves to new ventures in private equity. We are not taking on any new clients for investment portfolio advice. However, we've began offering all of our friends and family help with this Investment Portfolio Planning Kit.  Invaluable information from Wall Street insiders available to anyone and everyone at a price that would infuriate 95% of wealth managers.  We’ve added some useful tips and included some of our favorite ETF picks for each risk sector. We’ve also added some interactive calculators, and revealed the truth about fees with a savings calculator.  This way you can see how much it truly costs to hire a full service financial advisor with fees charging you 1-2% for your overall portfolio.

  It's time you take control of your portfolio. It's not hard and we're here to help keep it simple!