INVESTMENT REVIEW
HOW MUCH ARE
YOU PAYING IN
INVESTMENT FEES?
Get your Investment Score and fee report with our complimentary analysis and see how it compares to what you currently have.
COMPLIMENTARY
OFFER
NO
OBLIGATION
100%
SECURE
Reasons
Reasons
There Are Many Reasons to Get
aN INVESTMENT REVIEW EVERY YEAR...
Negative performance in a particular year
Lower fees and higher efficiency might exist elsewhere
New legislation and rules in the investment business
Lack of diversity in a portfolio
Tax-loss harvesting and rebalancing Options
Access to different asset classes
steps
steps
Here's How to Get
Started on Your REPORT
1Step
REQUEST YOUR AUDIT
Fill in your information and complete the form to express your interest
2Step
SIGN AUTHORIZATION
Give us permission to access your records with just one signature
3Step
REVIEW YOUR REPORT
Receive a status report on the health of your policy alongside alternatives
INVESTMENT REPORT
CAN AN INVESTMENT REPORT Really Help Save Me Money
or Get More VALUE ON WHAT I HAVE?
Imagine how your outlook would change if you were able to find out how your investments would play out and, if necessary, be given outlined steps to enhance your probability for success. Would you feel less stressed as well as more confident and optimistic about your situation?
Carlos Dias Jr. has created an Investment Report that’s the most efficient, effective, and inexpensive way for you to know the probability rate of whether your investments are going to be a success – or failure.
“This Will Be There When I Need It Most…”
Sound familiar?
And so you moved on with life…
Maybe you got married…
Changed your job…
Or relocated to a new area…
Whatever YOUR SITUATION may be…
You always believed that your life insurance policy was going to be there to financially protect you and your family.
And That Was It! You ‘Check’ That Life Insurance Box Off Your List and You’re Set for Life.
But unfortunately, that’s just not the case…
audit
INVESTMENT REPORT
What's Included in the REPORT?
Your Investment Review provides a rating from 1%-100% and scores the probability of success with the current plan. With a fee report, you’ll know what you’re paying in unnecessary fees. Here’s What You Get in the Report:
Areas of weakness and recommendations for improvement
Fee report showing unnecessary expenses
Investment score on what you currently have
Comparison on investments according to risk tolerance
start
start today
Schedule A Time to Review Your Results!
To take a closer look at your retirement plan and the potential tax landmines to
be aware of, schedule a time to meet with me.
REVIEW OR REPORT
Who Provides the REVIEW
OR REPORT?
Carlos Dias Jr.
(407) 801-2244
carlos@diaswealth.com
Carlos Dias Jr. is a financial advisor, public speaker, instructor, and president of Dias Wealth LLC, offering strategic financial planning services to business owners, executives, retirees, and professional athletes. As an instructor and presenter for multiple CPA societies, he’s educated over 100,000 accountants, attorneys, and business professionals on integrating different investments and insurance products when developing tax, estate, and long-term care plans.
Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured or quoted in several publications including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today and several others. He’s also been interviewed on various radio and television stations. Carlos is multilingual, fluent in both Portuguese and Spanish.