Lon Brockmeier | Columbia, MO

My Second Opinion Offer

Today many investors are worried about their investment portfolios meeting the financial goals important to them and their families. But they are unsure of what to do!

Perhaps you’ve wondered whether you have the right investments, or the right investment strategy to meet your objectives. Does the volatility of your portfolio in these uncertain times make you anxious you may be taking on too much risk?

If you want to know whether you’re on track to meet your goals, please contact us for your Second Opinion review to get independent answers to your questions.

First, your Second Opinion review offer starts with our sitting down with you and listening to you, reviewing all the issues important to you, so we share a firm understanding of your current position and where you want to be in the future.

Next, we prepare your review report which will be based in part upon and include measures to let you know, for example:

What the values of your investments are in terms of their earnings or revenues
How much volatility your portfolio has had and how your investments compare in terms of risk versus return
How your investments have performed when markets have gone up…and how they have performed when markets have gone down
How your investment portfolio has performed compared to an appropriate benchmark
Whether you may have too much invested in a single position or industry sector or maturity
What the ratio of different styles of management, different size companies or domestic to international companies are within your holdings
Whether your investments are on track to provide the income you want and
How independent research evaluates your individual stocks, mutual funds and mutual fund managements

Third, we meet again to discuss our Second Opinion findings and discuss any implementation strategies we think would be appropriate for you.

Why keep wondering or not knowing? If you would like a fresh perspective on your investment portfolio, I invite you to contact us to schedule your no-fee, no-obligation Second Opinion discovery meeting. This could be your first step to a better informed, more confident, investment management experience. Call me at 573-442-6146 or at 888-494-0661 toll free.