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:

  1. 1.

    Gather the pieces of your financial puzzle, including your objectives, goals for retirement, family stakeholders, and overall risk tolerance.

  2. 2.

    Provide guidance on where you can revise your existing plan towards a ‘work optional’ lifestyle.

  3. 3.

    Provide confirmation your current plan has you on track.

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