Broker Check

Second Opinion Service

With all the disruption in the financial markets,  Investors are unsure what to do now. Are you well-positioned today with your current financial advisors? Or should you switch advisors and if so how can you find the right one? To help those people, we are now offering our Second Opinion Service so that you can make informed decisions.

In this service, we will provide a second opinion:

  • We will take you through our exploratory discovery process to get very clear on where you are now and what you would like to achieve in the future.
  • We’ll examine the gaps that need to be filled. Whether or not we feel you are in good shape with your current providers, or if we feel it is more appropriate for us to work with you, we will let you know.
  • We are limiting our practice to only working with successful families so that we can make a major impact.
  • If we’re not a good fit and you should consider switching, we will be happy to point you in the right direction for a financial advisor that can work with you more effectively.

Please give us a call at 303-940-7807 or email me at (or Contact Us) to set up a time to meet.