Portfolio MRI

Are You Ready to Take Your Next Step In Your Journey?

Securing Your Financial Future, Requires Knowing Your Starting Point.

Do not leave your future to chance, schedule your Portfolio MRI with Financial Navigator, Michael McCormick to take the next step in your journey.

Your Future, Our Focus: 

At Financial Clarity Group, we take the time to get to know our clients. How investing has occurred for you and what you want to accomplish are important in determining how you should invest. Part of the discovery process is performing a Portfolio MRI on your current portfolio. The results of the MRI diagnose how closely your portfolio aligns with empirically proven, Nobel Prize winning, academic investing science. You'll come away with clarity, peace of mind, and a plan of action.

Life is a Game 
Money is how we keep Score

The Financial Clarity Group Process

Step 1.

The Inventory Opportunity meeting to review and determine where you are on your journey.

Step 2.

The Portfolio MRI  

A deep dive into how you are invested now and determining how closely your current portfolio aligns with your goals and your market view.

(You are Here)

Step 3.

Integrate Your Roadmap

Design and implement a course of action to align your portfolio with your goals.

A Word from Michael McCormick, Financial Navigator

Michael McCormick CPA

My role as a fiduciary is to always do what is in my client's best interests.

It is my mission to change the way investing occurs for people from one of speculating, gambling, and fear to one of peace of mind, security, and abundance.

I look forward to meeting you.

Michael McCormick

Reviews from Michael's Clients

“Priceless and Empowering"

“I consider myself an educated guy, but I also realize I don't know everything. While I had a general plan, I didn't was looking to make it better. This process is very valuable. The Portfolio MRI Report is priceless and empowering. I definitely will recommend this to my family and friends.”

Kenneth Trissler

“It's Like Having a Map"

“With all of the changes in the world, there is a lot of uncertainty and I was beginning to feel loss. The outcome of this process is awesome. It's like having a map that lays out the paths to where you want to go. Totally worth it!"

Elizabeth Delaura

Here's What You'll Receive

  • Personalized Portfolio MRI Analysis
  • Your portfolio Standard Deviation
  • Where your portfolio rests on The Markowitz Efficient Frontier™
  • Critical Answers to More of the 20 Must Answer Questions
  • Your Roadmap Creation Invitation
  • A Financial Clarity Certificate of Completion

Copyright - Financial Clarity Group, Inc.