Our Second Opinion Service
Investors have survived market swings and corrections before. But a twinge of uncertainty may have you wondering if you should get another opinion to help confirm if your wealth is in the right place.
Maybe you just want to know...
• If you have enough money to retire?
• If you are taking too much risk?
• If your money will last the rest of your life?
• If you have overlooked steps to transfer your wealth?
Whatever’s on your mind, we’re here to listen and we welcome the opportunity to meet with you.
During our initial face-to-face meeting, we’ll talk about your life goals, your family situation and your concerns. We will also take time to explain to you about our team, our process and why we love our job. If you are in agreement that we are a good fit to work together, we will make copies of the statement(s) and supporting documents you provide and will also schedule a follow–up meeting date and time. We will then thoroughly evaluate your current plan and at our second meeting will provide you with either:
1) Recommendations for changes to increase the likelihood of reaching your goals and objectives; or
2) A confirmation that what you’re doing now is working to your advantage
Our professional advice is always delivered in a friendly, straight-forward manner. Our recommendations are easy-to-understand, and delivered in plain-English – without the investment jargon.