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Would you like us to provide a second opinion to those who you care about the most?
Our Second Opinion Service will provide you with a fresh look at your finances from experienced financial professionals. It is a process that identifies and analyzes your situation and then provides you with an investment strategy that is aligned with your individual risk profile.
Why now? More than ever people are flooded with information from all sorts of media. The result is confusion, uncertainty and worst of all, inertia!! Therefore an action plan is what is needed!
THREE POTENTIAL OUTCOMES:
Your current financial situation is in good shape, your direction is clear, and there is no need to make any changes.
Some improvement to your current situation is recommended. However, if we are not a good fit for you either personally or professionally, we provide you with direction to another advisor.
After reviewing your current situation and meeting with you, we determine that we would like to work together based on our mutual interests, common goals and respect for each other.
Portfolio Evaluation: Portfolio
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