Complimentary Second Opinion

Throughout life, priorities and circumstances change, and as a result, goals change too.  It's critical to review accounts and financial strategies on a regular basis, to ensure alignment with both short and longer term objectives.

We would like to offer you a complimentary second opinion of your investment portfolio.  A thorough review may demonstrate that everything is in order, and if so, we'll let you know.  If there are areas where we feel we can add value to your situation, we'll identify them specifically, quantifying the benefits.

During the course of everyday living, we know intuitively when to ask for a second opinion - when looking at the merits of a medical procedure that involves some risk or when planning for a substantial capital outlay on a home remodeling project., for example.  But how would you know when it might make sense to ask for a second opinion on your investment approach?

Consider our offer to review your portfolio, in whole or in parts -

  • If you would rather be spending your time on other things.
  • If your portfolio has grown too complex to manage effectively.
  • If you are uncomfortable with or unsure of the fees you are paying.
  • If you have questions about the advice you're currently receiving.
  • If you're not sure what to do with old insurance policies or annuity contracts.
  • If there have been or will be changes in your family situation - new job, marriage or divorce, new home, new child, retirement.

Simply call or contact us by email and we'll get started on the review, with no cost or obligation.