Coauthored by I-Pension President, Phil Fragasso, Your Nest Egg Game Plan provides an easy-to-implement framework to design a lifetime investment strategy. Amazon.com

While our primary business is managing money for our clients, we have been asked by several high-net-worth investors to review portfolios managed by other advisors. We provide an objective look at the asset allocation strategy, trading patterns, investment options, fees and expenses. We charge by the hour for this service, at a rate determined and agreed upon in advance based on the scope of the review.