For those seeking professional, confidential, and complimentary advice on their financial situation, we now offer our Second Opinion Service. Whether you have been managing your own wealth for years and are wanting a professional look to make sure you're on the right track or you've been working with another advisor and not sure if they're providing the solutions you need, we can help.
We'll take you through the first few stages of our consultative process, including a comprehensive discovery process to give us a full understanding of your current situation and the goals you would like to achieve. Your advisor will go over the information and draw upon the knowledge of other experts in our team depending on the complexity of your situation.
At this point, your advisor will have a clear picture of your situation and what changes, if any, could be done to improve it.
One of three things will happen:
1) We find out that you are in good shape and advise you to continue maintaining your current plan.
2) We find out you could be in a better situation. Not every advisor is a good fit for every client. If we are not a fit for your particular situation, we'll be happy to point you in the right direction to a financial advisor who we believe can work with you more effectively.
3) We find gaps in your current plan and feel we could provide a significant benefit towards achieving your financial goals. At this point, we would then discuss potential ways that we could work together.
If you would like more information about the services we provide or would like to schedule a Second Opinion, please use the contact form or call us at (540) 639-2139.