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Who We Are

Our mission at TotalAssetReview.com is to provide our customers an easy convenient way of keeping track of their assets. We offer you a way to track any asset you consider valuable. "You should not think of your investment portfolio as only what you have in a brokerage account or a bank CD. Anything you own of value is part of your investment portfolio. That means your coin collection, antique desk or vintage car. All these items have value and they determine the return on your investment portfolio".


With over 25 years of  financial management consulting experience launched TotalAssetReview.com.   As part of the dynamic financial service industry in Chicago, IL we use our formal business training and experience  in providing our customers with a wide range of quality financial advice.  TotalAssetReview.com is a natural extension of our services.


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Innovations

The internet is a new and exciting means of providing service. TotalAssetReview.com has taken advantage of new technologies to serve our customers better. TotalAssetReview.com customers work within a secure web site that is simple to navigate. Customers can record and track their assets any way they like. A customer has the option of entering any asset description. This allows them to track individual assets such as stocks and bonds or only the balance of a brokerage account. By entering new market values a customer can take snapshots of their investments whenever they feel the need. Customers can review and update their assets at any time. Customers have the ability to update their assets when ever there is a change in their portfolio.

Estate planners and insurance agents recommend that you make a list of all your valuables in case of a personal disaster such as a fire or flood. A list in a desk drawer or a computer is not sufficient. What happens if your home or office is destroyed along with the desk and computer? Do you also have the list stored off site somewhere else? If you do have it stored somewhere else is the list up to date? If something happens to you would your love ones know where to go to get your list? How much are the items on your list worth? Total asset Review.com solves these problems. We provide you with a safe, private, easy and convenient way to store and update your list of valuable assets. You owe it to your family.

Trouble-Free

Total Asset Review gives customers one place to keep track of all their assets. With access to the internet customers can always update and change their asset mix any time or any place. Our customers can take a balanced look at heir entire portfolio. The advantage here is that our customers have the ability to see their entire assets at one time in one place. You can easily determine how well or poorly your investments are doing. Customers can view their total investments across multiple sources brokerage accounts, bank deposits, insurance policies, primary home, vacation house, gold etc. Total Asset Review is here to help you keep track of and monitor those things you value,  "what you keep track of is what you value and care for"

Service

TotalAssetReview.com is dedicated to providing our customers with exceptional customer care. We provide both phone and e-mail support. That support consists of answers to questions on how to navigate the web site to entering data. Your TotalAssetReview.com account provides you with a ready list for insurance, estate planning and other financial purposes such as mortgage refinancing. You will no longer have to worry about keeping paper lists or computer backups safe in case of disaster such as fire or flood. Previously this type of service was available only to the wealthy. TotalAssetReview.com offers this service  at a reasonable and affordable rate. You have the option of paying monthly or yearly.  Having this service gives you the peace of mind of knowing that you have done something to help protect your family’s financial future.   EXAMPLE

Privacy

Because we do not sell financial investments, your information is not sold or shared with anyone without your written permission.  **Note** You should not enter any confidential information such as Social Security, Birth Date or Account Numbers