Second Opinion Service
Exclusively for friends, family, and colleagues of our valued clients
In this ever-changing world, many people are seeking validation that they are making smart decisions and on the right path to financial success. You probably know someone you care about who may be in this situation and is looking for a financial advisor who will provide knowledge and recommendations to integrate holistic strategies to their current or anticipated wealth management plan. We can provide referral services to different professionals, including legal, insurance, and tax advisors.
We are passionate about helping people with their evolving wealth management needs. This complimentary second opinion service can help them make better informed decisions in addition to receiving the caliber of guidance that you have come to expect.
What to Expect
We will meet with your friends, family, and colleagues, taking them through the same discovery process you have experienced to help them get a clear picture of where they are now and where they would like to go. In addition, we will assess their current plan and compare it against our comprehensive approach to wealth management. If appropriate, I will provide them with information gathered from our investment plan meeting, where we will share our findings.
There are three potential outcomes from our Second-Opinion Service:
- We confirm that their current investment plan appears to be sufficient to address their financial goals and that they are on the right track.
- We identify gaps in their plan that may prevent them from achieving their financial goals and objectives. If we are a good fit for them, we will offer our service and experience.
- We identify suggested changes to their current strategy, but realize we may not be the best fit. In this case, we will provide information they can take to their current financial professional, or we can provide a referral to others who may be better capable of helping them with their financial goals and objectives.