The outbreak of the COVID-19 pandemic has been wreaking havoc in many aspects of our life: financial, health and mental. Many have been questioning their professional, financial and investment plans.
For these reasons, as a valued client, we extend our second-opinion service to your friends, family, and associates. This service is meant to offer your relationships, at no charge to them, a commitment-free glimpse at the care and guidance you have come to expect from us.
With our second opinion service, they can expect: a comprehensive review of their current financial planning and investment portfolio:
Financial Objectives - we help with establishing and/or clarifying current financial plan goals.
Investment Review - we conduct an overall investment analysis with a focus on whether the investments work well together toward achieving goals.
Tax Efficiency - we run a review of the tax efficiencies of the financial and investment plan.
Risk Assessment - we run a risk analysis to ensure their various insurance policies are adequate.
Personalized Score - we calculate a risk score to ensure that the investment strategies employed are in line with their risk appetite.
In the end, we will help them gain a better understanding of their current financial situation and answer the question: “Is there anything I am missing?”