Many doctors recommend that you get a second opinion on their diagnosis. Why not do the same for your investment portfolio?
Financial market disruptions may cause you to question whether your existing portfolio is positioned to achieve what is most important to you. A second opinion from an independent financial advisor may provide important insight, perspective and clarity to your financial situation and outlook.
NO COST NO COMMITMENT NO SALES PITCH
Why should you consider a second opinion?
Through this process of a second opinion we hope to give you the satisfaction of knowing that you have done your research and considered all the options in providing for you and for those who depend on you and the legacy that you will leave.
Whether you manage your own investments or have an advisor, this service can help you address some of the following issues and concerns:
If you are already working with an advisor:
If you are currently investing on your own:
WHAT TO EXPECT
Our team’s goal is to make your second opinion process both easy and enjoyable. When you contact us to start the process, one of our associates will reach out to you to gather and provide you with some pre-meeting information. This will help facilitate the use of your time in the first meeting.
Elements of our team will sit down with and gain a thorough understanding of your values and goals. We will discuss many areas of your life, what is most important to you, family, career, retirement, and any other areas you feel are vital.
FOLLOWING THE FIRST MEETING
We will analyze your current financial situation and strategy, and develop a formal written analysis of your investments and holdings and how they relate to your present and future life goals and plans. This analysis will cover many areas:
We will provide you with our analysis and walk you through our results. We will answer any additional questions and then present you with one of three conclusions:
You can always be assured that your meeting with us, and any information provided to help us analyze your financial situation, is held in the strictest confidence. Maintaining your privacy is our up most concern.