A Second Opinion Matters
Is Your Current Financial Advisor Addressing Your Your Financial Growth Needs?
Let's Help you Ensure That You're Working Towards Your Financial Goals.
It's Okay to Get a Second Opinion. Many times, it's the Right Thing to Do For You and Your Family.
In today's challenging economy you may be in a complex situation or just unhappy with the advice from your current advisor. It's not uncommon for many families to seek out a second opinion on their finances.
That's exactly why we created our new complimentary Second-Opinion Service.
Here's What You Can Expect.
We approach each new engagement with a consultative process. This keeps an open dialog between us, so that we can learn more about your values and goals.
Reserve Your Appointment
Typically, we reserve this service for our existing clients as a friends and family only offering. But, for a very limited time we are offering this service at no charge.
Personal Discovery Meeting
We'll look at where you are today, Where you want to be and then Identify any Current Gaps or Potential Roadblocks preventing you from achieving your financial goals.
Investment Plan Meeting
Assuming that we both agree that we have a basis for working together, we'll invite you to return for a complimentary Investment Meeting Plan.