Portfolio review

To introduce you to Protected Capital Management, we offer a free portfolio review to help you improve your holdings, reduce risk and boost your income.

This comprehensive review and retirement planning review is our gift to you and includes 3 parts:

  1. An unbiased, detailed portfolio review,
  2. A review of price and value in your portfolio. Are you taking more risk that you should?
  3. Get up to 7 hours of free retirement and investment coaching, whether you become a PCM client or not.

We’ll examine where you are now and where you want to be. We’ll examine any gaps that need to be filled and, if you’re in good shape we’ll let you know.

So, what is important to you?

  • Do you have questions about the best places to invest your funds?
  • Do you have an IRA, a 401k or other savings that is not performing well?
  • Do you have concerns about what to do if another bad market comes again?

A successful financial future is not an accident. We can guide you, step-by-step. So, don’t procrastinate or settle for an ordinary retirement. The initial appointment is on us.

208 378-1304 or