Broker Check

Second Opinion Service

Research shows that every investor wants to know that they are well positioned with their current investments to accomplish their goals. They welcome the opportunity to have a “Second Opinion” on their investment portfolios.

One of the many services we offer, at our firm, is a complimentary “Second Opinion Service” so that investors can make an informed decision.

In this service, we will provide a Second Opinion:

  • We will take people through our explanatory discovery process to get very clear on where they are and what they would like to achieve in the future.
  • We will examine the gaps that need to be filled…let them know whether or not we feel they are in good shape with their current providers or if we feel it would be to their benefit to work with us…we will let them know why, either way.
  • If we aren’t a good fit and we feel they should consider switching advisors, we will be happy to point them in the right direction to an advisor that they will be able to work with more effectively.

If you are interested in a complimentary “Second Opinion”, please give us a call at 303- 940-7807 or email me at (or Contact Us) to set up a time to meet.