With all the disruption and volatility in the financial markets over the last several years, many investors are actively considering switching their financial advisors. Investors are unsure what to do now and are looking for expert advice. We are now offering a free Second Opinion Service to ensure you are making informed decisions.
In this service, we take you through our complimentary consulting process starting with our Discovery Meeting to get very clear on where you are now and what you would like to achieve in the future. We’ll examine any gaps that need to be filled
If you are in good shape with your current providers we will let you know or if it is more appropriate for us to work with you we will let you know. Either way, you will come away valuable information for your future.