Second Opinion Service

Second Opinion Service

Are You on the Right Track?

With all the complexity and volatility in today’s financial markets, many investors are actively considering switching financial advisors. They’re unsure of what to do now. Are they well-positioned to stay with their current financial advisors or should they switch financial advisors? And if so, how can they find the right one?

Does this describe you?

If so, consider my second-opinion service to help you make a more informed decision. With this service, I’ll take you through the same discovery process as if you were a new client to get very clear on where you are now and where you’d like to go. I’ll examine any of the gaps that need to be filled and, if you’re in good shape with your current providers, I’ll let you know. Or if we mutually decide it’s more appropriate for me to work with you, we’ll begin that process.

I work only with clients for whom I can have a major impact. If you should consider switching financial advisors and I’m not a good fit, I’ll be happy to point you in the right direction for a financial advisor who can work with you more effectively.