Old Colony Investment Services

Determine Current Contributions 

Maximize Employer Match

Review Excess Stock Concentration

Create An Asset Allocation

Project Realistic Income

Supplemental Considerations For Social Security

Coordinate With Spouse’s or Partner's Potential Benefits

Address Market Volatility Protection

Compare Qualified Plans vs. Personal Resource Income

Calculate and Determine Impact of Required Minimum Distributions

Review Current Holdings

Harvest Unrealized Losses

Determine Income vs. Growth Needs

Discuss Asset Classes & Correlation

Domestic vs. Foreign Investments

Fixed Income vs. Equities

Monitor Portfolio 

Adjust Portfolio to Market Conditions

Evaluate Performance & Progress Towards Plan Goals