Broker Check

Get a Second Opinion

We often are approached by individuals who are not part of our client family wondering if their investment portfolio is on track.  Based on these questions and concerns, we have developed and offer a complementary second opinion service.  Similar to getting a second opinion from a medical professional or attorney, it never hurts to make sure your current investment strategy is appropriate for you. 

Our Second Opinion Service offers a complementary consultation.  It's an opportunity to just talk in a "no-pressure" situation. No commitment, no sales pitches and absolutely no gimmicks. 

Here's what you can expect from us:

An Initial Meeting With Us

We will walk through our discovery process to get a better understanding of where you are and what you're trying to accomplish. This process is centered around listening to your goals, values and objectives. 

Our Analysis

We'll provide an objective view of your investment portfolio:

  • Diversification
  • Cost
  • Performance
  • Tax Efficiency
  • Investment Risk
  • Comparison versus peer investment. 

Three Possible Outcomes

There are three possible outcomes form receiving our Second Opinion Service:

  1. Our Review shows your plan is on track and doing what it should to help you achieve your goals.  We wish you well and hope you leave our office with a little more reassurance that you are headed in the right direction.
  2. Our review reveals some minor changes may be in order and that your current financial professionals may be the right place to make those adjustments for you.  We'll compile our recommendations and provide them to you to take back to your current team.
  3. We identify some major adjustments that we feel our necessary to help keep you on track and we could be the right team to help you get back on track.  We will fully explain our findings and how we determined them, fill you in our investment clients services and discover whether we are a fit for each other. 

If you are in any way concerned with the direction your investment portfolio is headed, consider taking us up on Second Opinion Service.

Request a Second Opnion

Additional Info
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