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. 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.

faq

faq

Frequently Asked Questions

It's free, meaning there's nothing to pay for the analysis or report. This is a complimentary service we provide to potential clients and professionals. 

Typically, some basic information depending on the analysis or report requested. Once you submit your information, you'll be contacted.

Usually, those that contact us are working with or have worked with either a financial advisor or insurance agent. However, that doesn't change the analysis or report offering.

By requesting an existing policy review or new quote, nothing changes unless you decide to implement any potential recommendations. 

You'll receive an analysis or report with no strings attached. You can choose to implement any potential recommendations or keep everything exactly the same. If you'd like for us to become your financial advisor, we'll discuss that process.

Once all requested information has been received, an analysis or report can be generated within 24-48 hours.

free audit

Receive a Free Check-Up on Your Life Insurance Policy
request free
audit or report