Second Opinion Service
We care for our clients and we care about those important to them.
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, at no charge to them, a commitment-free glimpse at the care and guidance you have come to expect.
Our goal is to provide them a constructive second opinion using 3 easy steps.
Discussion
The first step will be to understand the goals and objectives as well as any planning that has taken place up until this point. Part of this discussion will revolve around the amount of risk to be taken according to their circumstances.
Our risk assessment tool can be found HERE.