With the recent market volatility, it is natural to feel a lot of emotional stress. We have found that clients who haved work with the same financial advisor for many years, often become complacent, and often have questions which are difficult to get answers for…
The same questions keep coming up:
How do we know if our current advisor is really doing what is best for us? Is our current portfolio the right one for us? How can we avoid losing capital? How will our savings keep up with inflation? Where is our current portfolio most risky? Will our money last as long as we need it to? Are our investments really aligned with our life goals? We are not charged by our current financial advisor, how do they get paid? [Investopedia Link]
Taking Advantage Of A Second Opinion
Financial health is like your physical health. If you take good care of it, you’re more likely to have a healthy future. Even when you get regular advice from an experienced professional, whether a doctor or financial advisor, you can often benefit from a second opinion.
We will be happy to provide you with an experienced & fiduciary level second opinion