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Second Opinion Offer
We act as our client's personal chief financial officer and have been working with them for years to reach their financial goals. We are their virtual family office. We do this through a comprehensive wealth management process designed to help people make informed decisions about their finances so that they can get on track to achieve everything that’s most important to them.
We thought that you might be able to benefit from our complimentary second-opinion service. We find that with the challenging times we are all going through right now, many people would like to have a second opinion to make sure they are still on track to achieving their financial goals. We would be more than happy to get together to see if that makes sense for your situation.
During this service, our team would assess your current investment plan, determine any gaps and opportunities, and review your long-term financial goals and objectives. If you are on track for achieving your goals with your current financial advisor, we will let you know. Conversely, if you are not meeting your goals and need a new approach, we will help you explore whether we are the right financial advisor to assist you. If neither your current advisor nor we are well-suited to you, we will provide a recommendation for another financial advisor who can serve you more effectively.
Please let us know if you would like to take us up on this free offer. If you would like to go ahead, please contact our office any time at 219-246-2516 option 1 and we will be happy to schedule a meeting.