As a new client of Largo Financial Services, you will be entitled to a FREE Comprehensive Financial Profile which is your personalized financial assessment. (Often, other companies charge fees for this service)
In order to do an accurate profile, it is required that you track your expenses for a period of time, in addition to managing your accounts. Your agent will transfer this information into a computerized system that will analyze your net worth, your current monthly expenditures in comparison to your income, your insurance needs (to determine if you are under or over-insured) in addition to several other financial endpoints.
Your profile will even include recommendations for an individualized monthly budget that could help save you money!