As you may know, I represent families that benefit from an attentive, holistic approach to wealth management. I care for my clients, which is why I’m reaching out to offer you something for the people you care about: Second-Opinion Service.

Second-Opinion Service is a time-tested process I use to determine where your loved ones are now and where they would like to go by analyzing their financial situations and identifying any gaps that need to be filled. It never hurts to know more, and I want to help the ones you care about make informed decisions.

Why now? I’ve never seen so much money in motion or so many people wanting someone to “check under the hood” to make sure they are on the right path. There’s a lot of uncertainty in today’s world, and I want to be there to shed some light on the subject.

THREE POTENTIAL OUTCOMES:

I find they are in good shape and I advise them to stay where they are.

I find they could improve their situation. If I’m not a fit for their particular needs or personalities, I’ll be happy to point them in the right direction to an advisor who can work with them more effectively.

I find gaps in their current plan and feel I could provide a significant advantage in helping them reach their goals. I would then explore the idea of working together with them.

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Who do you care about most that would benefit from a second opinion? I’m here to help.

Introducing…

Our Second-Opinion Service

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