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Gap Analysis

Gap Analysis can best be explained by comparing it to having a complete physical examination to determine your physical health. By its definition, it is the process by which a medical professional investigates the body of a patient for signs of disease. If needed, the physician will make a diagnosis and then write a prescription.

A Gap Analysis or financial physical, is a process by which a team of financial professionals review the portfolio of an individual for signs of deficiency in one’s retirement plan. From the results of our analysis we will make recommendations and prescribe a retirement plan tailored to your unique financial goals.