What has changed in your life since you bought your first mutual fund or stock?

Do your stocks and mutual funds still meet your objectives?

How do your stocks or mutual funds rank with their peer group? How do they rank with the major indices?

Do you know that your broker or financial planner is more than likely paid each year by your mutual fund companies to keep your portfolio updated? How long is it since he or she did that? Is your planner or broker earning that money?

How long has it been since you had a professional portfolio analysis? What is a portfolio analysis? What does it do for you?

What we will do for you free is evaluate your portfolio against four important standards:

• First, we will evaluate your portfolio against your current financial goals.
• Second, we will provide a historical performance review of each of your stocks or mutual funds.
• Third, we will evaluate each fund or stock in your portfolio against its peer group.
• Fourth, we will evaluate each fund or stock in your portfolio against its most relevant index.

Then we will furnish you with a detailed, easy-to-read review and evaluation of each of your holdings and of your total portfolio.

How do you get this extraordinary free service? Just fill out our form, e-mail your request to fsi@financial-sources.com, or call us at 800-450-0629.