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Complimentary Portfolio Review

Invest in a Relationship

1.888.871.2690, option 4 Request an Appointment

Is your portfolio fiscally fit?

It’s time for a portfolio check-up. Events occur in life that can impact your investment portfolio, so it’s important to review it at least once a year to ensure it’s still helping you reach your retirement goals.

There have probably been some changes in your life since you started investing or, in these uncertain economic times, your plan may have gotten off track. We can help navigate you through it all. The GTE Investment Group will provide you a complimentary portfolio review –no cost or obligation.

With your complimentary review we will:

  • Review your goals
  • Conduct a risk assessment of your current portfolio
  • Discuss existing asset allocation
  • Assess income needs or savings ability
  • Examine potential “Red Flags” that could jeopardize you reaching your goals

Simply fill out our Contact Us form and a GTE representative will contact you to begin your review.

Contact Us

If you prefer, you can contact a GTE Investment Group representative directly at 813.414.7140 or toll-free at 888.972.5257.  

Review our Monitoring Your Portfolio article for more details on keeping your portfolio up-to-date through life’s changes.   

Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor is not affiliated with GTE Federal Credit Union DBA GTE Financial and/or GTE Investment Group. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the NCUA or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any Credit Union or their affiliates *subject to risks including the possible loss of principal amount invested.

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