See if your investments align with your goals and tolerance for risk.
For those who are not part of our client family, we offer a complimentary no-obligation second opinion service. Much like getting a second opinion on a medical diagnosis or a legal matter, it never hurts to make sure your current investment strategy is appropriate for you.
Here’s what to expect:
An initial meeting with us
We listen to your goals as well as ask questions to get a better understanding of what you’re trying to accomplish.
Our analysis of current investments will include:
- Tax Efficiency
- Investment Risk
- Comparison versus peer investments
A follow-up meeting
At our follow-up meeting we give you the results and provide ideas on how you could potentially improve your investment portfolio and financial plan to help accomplish your financial objectives.
In the end, if we think your investments continue to be well-suited to your long-term goals, we'll gladly tell you so. If, however, we think some of your investments no longer fit with your goals, we'll clearly and plainly tell you why. If you are interested in this service, please fill out the contact form and we'll quickly get back to you.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.