Investment Management and Financial Planning
Isn't it Time for a
Second Opinion on Your Investments?
Why a Financial Second Opinion is Important
Second opinions are sought for medical issues because the wrong diagnosis with our health can have negative consequences. The same is true of our financial well-being. A second opinion can help you determine if your portfolio is diversified and if it meets your risk profile, and affords an opportunity to consider changes before it is too late. A second opinion also allows you to ask questions you have but didn't know whom to ask.
What you can Expect from our Second Opinion Service
Objective Advice –
We are fee-only so we put your best interests first; we do not accept commissions.A Personalized, No-Cost Assessment –
Our second opinions are free and based on your agenda.An Opportunity to Ask Questions –
We're happy to answer questions about your portfolio. We also help investors with retirement planning, distributions and tax reduction strategies. So, if you have questions about your finances in general, just ask.
David Walter, CPA, CFP® and Martha Ferrari, CPA, CFP® have combined experience of over 50 years. We deliver personalized advice helping investors age 50 and over with financial, retirement and tax matters.
Call us at 609-921-0180 and ask for our second opinion service or to email us.