Second Opinion Service
We continually have people directed our way that are simply unsure of their current financial situation, and/or have investments which they believe need attention. For these reasons, as a valued client, we extend our second-opinion service to your trusted friends, family, and associates.
This service is meant to offer your relationships a commitment-free, complimentary glimpse at the care and guidance you have come to expect from us.
With our second opinion service, they can expect a comprehensive review of their current financial plan including the following:
- Help with establishing and/or clarifying current Plan Goals:
- Are they achievable, realistic and do they mirror their true wishes?
- An overall investment analysis with a focus on whether the investments work well together toward achieving their Plan Goals.
- A comprehensive risk analysis to ensure their various insurance coverages are in line with their Plan Goals.
- A personal risk score to ensure that the investment strategies employed are in line with their risk appetite and Plan Goals.
In the end, we will help them gain a better understanding of their current financial situation and answer the questions, “What am I missing?” and “What mistakes could I be making that I’m not aware of?”
As always, we are humbled by your continued trust in our firm and we thank you for sharing what we do with your friends and family.