Are your workplace and individual portfolios coordinated?

Many investors have both a workplace plan and an individual portfolio. But are these two plans coordinated or their weightings taken into account? Or plans within the same family such as husband and wife? Unless they are both managed and coordinated it is easy to become over weighted in one area and under weighted in others. At Priority Financial we can manage both your workplace plan and your individual plan to keep them working toward the same goal. Your financial success.