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In today's current economic environment most people are frustrated, confused and overwhelmed about the decisions they have made regarding their investments. Getting a second opinion doesn’t only make sense for your physical health — it also makes sense for your financial health.
Sure, you may have a banker, investment salesperson, accountant, and insurance agent. You may also receive advice from well-meaning friends, relatives and business associates. But do you have a professional who can review your investments and give you honest and objective advice about your current financial status without the intent to sell you some type of commission based financial or insurance product?
We are a FEE-ONLY Certified Financial Planner™ and Registered Investment Advisory firm that has over 20 years experience. We are held to the highest fiduciary standards. What this means to you is that we place your personal financial interests above anyone or anything else.
We offer a life-impacting second opinion of your current investments valued over $250,000. We review all of your investments – those at your bank, brokerage accounts, retirement plan(s), college funds, and annuity companies. We will determine if your investments are the right fit to meeting your most important financial goals. If they don’t - we will help you get back on track. Our 2nd Opinion Investment Program offers you the opportunity to discuss with our planners objectively, and in simple language, the vital financial information that affects you and your family.
All you have to do is drop off, mail, or e-mail your most current bank statements, investment (brokerage) statements, retirement statements, annuity or life insurance cash value statements, and a copy of your prior year tax return. You will also need to complete the personal questionnaire and include a payment of $250. We will provide you the questionnaire once you have made the payment.
The financial planner will spend time analyzing your information and investments and then schedule a time for your 2nd Opinion Investment Appointment. The meeting will be completed in about an hour and a half, and can be done by phone, Skype, or in our office.
If you need more information or would like us to walk you through the process, please call our office at (562) 347-0070.
There is also a complimentary initial interview if you are not interested in having to pay a fee. In this meeting you will learn how we create results for our clients and mutually decide if we are a good fit for each other. We do not provide any financial advice in this meeting.
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