Thank you for inquiring at our website.
Clients often ask us to offer our opinion on a friend's or family member's portfolio and/or financial situation. In today's financial, political and market environment it is understandable to want a second opinion! Acting as a sounding board for these people is part of the service we provide to you, and they do not need to become a client of ours to take advantage of this service. We will offer an objective second opinion that they can use to make informed decisions with their own personal approach.
One of two things generally happens after we speak with these people. Sometimes they are "on track" and we will validate their current plan. Other times there are some minor adjustments can have a significant effect on performance down the road.
Either way, if they are a friend or family member of yours we will make the time to answer their questions. Simply provide their contact information to us, and we will send background information and get in touch with them.
Once again thank you for your inquiry. We look forward to serving you in the future!
