Second Opinion Consultation
You are a candidate for a Second Opinion if you:
• Feel you have sustained greater than average losses
• Want an evaluation of your current investment strategy in the current market conditions
• Are uncomfortable with your current risk exposure
• Are getting closer to retirement age
• Have concerns about your portfolio performance during these trying economic times
• Incur excessive capital gains and/or taxable income
• Have been recently bereaved
• Are recently separated or divorced
• Recently inherited a large sum or become a trustee
• Became a trustee for a sizeable trust
• Are dissatisfied with your current advisor or brokerage firm
Includes:
· Two 60 minute meetings with a CERTIFIED FINANCIAL PLANNER™ Professional
· Review of your current Investment Portfolios or Financial Plan
· Objective Recommendations
To schedule your Second Opinion Consultation, contact us now to start the process.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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