Being sure that the diagnosis and/or treatment is suitable is very important. The same is true of financial advice as well.
A second opinion can provide peace of mind, help you to determine if your current financial strategies are still on track to achieve your long-term goals, that your wealth will last as long and if necessary to make changes before it is too late. We’d like to help and here’s what we offer:
A cup of coffee and a second opinion
You’re welcome to come in and have a conversation with us, without obligation and at no cost, where our financial advisers will meet with you to talk about your current situation, what’s important to you, your values, your financial goals and your tolerance for risk.
Once we understand your needs we will create a financial plan for discussion with you.
If we think they continue to be well-suited to your long term goals – in today’s rapidly changing environment – we’ll gladly tell you so and send you on your way.
If, on the other hand, we think your financial strategy no longer fit with your goals, we’ll explain why, in plain English. And, if you like, we’ll recommend some alternatives.
Either way, the coffee is on us.