We believe in helping clients’ pursuit toward a work optional lifestyle. At times, good people might be with an advisor who is not the right fit. We strive to give our clients our utmost attention that we believe a comprehensive investment advisory plan requires. They might have created a plan, but just aren’t confident in its relevance to their lives - or its ongoing efficacy.
Does that sound like you? Take advantage of Stiles Wealth Management Group’s Second Opinion service! We’ll take a confidential, no obligation look at your current plan through the lens of our 3 Ps (Planning, Philosophy, Process) to ensure you’re on the path to a work optional retirement.
During the Second Opinion, SWMG will help:
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Gather the pieces of your financial puzzle, including your objectives, goals for retirement, family stakeholders, and overall risk tolerance.
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Provide guidance on where you can revise your existing plan towards a ‘work optional’ lifestyle.
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3.
Provide confirmation your current plan has you on track.
