Your Second Opinion
In this challenging COVID-19 economy perhaps you may be in a complex situation or just unhappy with the advice from your current financial advisor—it’s not uncommon. We believe that many individuals and families would value a second opinion on their finances.
Why Are We Different
Second Opinion Service
Our Second Opinion on Finances Service follows the same foundation-building process you would experience as a new client, beginning with a Discovery Meeting.
Ideally, you’ll see value in our approach and return for an Investment Plan Review where we will have the opportunity to compare your objectives with strategies being used by your current financial advisor.
Once completed, we have found one of three things tends to happen:
- Sometimes we find you are doing just fine and you’re relieved to hear it.
- At other times we may find that the issues you need to have addressed do not fall into our areas of experience. If so, we’ll make recommendations for other firms that may be a better choice, given your needs.
- Finally, we may find – and you may agree – that there are elements we can address for you and we will invite you to become part of our closely-knit family of clients.
We will make sure that you receive the very same concierge-level service our clients are accustomed to.
Ready to get started?
We offer our Second Opinion on Finances at no cost, and with no obligation, other than the time involved.
We will meet with you in person or if you prefer via a virtual meeting from the comfort of your own home for a Discovery Meeting. If needed, we will suggest ways in which we can help, including recommending another provider if we are not a good fit for your needs. Either way, you will receive a Total Client Profile and a personalized analysis of your current