Questions + Answers

Could I Benefit From a Second Opinion?

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Could I Benefit From a Second Opinion?

Questions to ask yourself:

  • I'm happy with my current adviser, but isn't getting a second opinion a good idea?
  • Are the mutual fees I'm invested in charging you fees you might not be aware of?
  • Do I know how my current adviser is being compensated? Don't I want be sure of how much my account costs?
  • Is my adviser still giving me the most current financial advice? i.e. - The financial environment has drastically changed the last few years. Is it possible that the strategies that took you down over the last few years and caused you stress may not be the best strategies to bring you back up?
  • If there was a way to improve my current financial situation, wouldn't I want to know about it as soon as possible?

If you think we may be able to help you - Click here to have someone from our office contact you for an initial appointment. It won’t be a waste of your time.

Please take a moment to fill out the form below and one of our friendly associates will be contacting you within 48 hours to set up a convenient time to meet in person.

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Reducing My Current Life Insurance Premiums
Second opinion of my current investments
Strategies for not outliving my money
Less volatile investment alternatives

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