Second Opinion Service
Has your investment strategy been designed to adapt over time with changes in your life?
Every person should be comfortable with his or her financial strategy. Does your current asset allocation fit each of your goals and multiple risk tolerance levels?
Legal documents and life insurance should be aligned with your investment strategy to meet your goals. Are you set up to provide for your heirs the way you want to?
Planning should involve both the accumulation and distribution phases of your financial life. Does your current plan account for both long-term income and tax efficiency?
Whether the result is a confirmation you are on the right path or a recommendation that some adjustments may be in order, receiving a second opinion can help you gain confidence in your long-term financial plan. It is simply not possible to get a reliable second opinion from the same person who gave you the first one.
There are three possible outcomes from using our Second Opinion Service:
- Your plan is doing what it should and you are on the right track. We wish you well and hope you leave our office with a little bit more confidence.
- Minor changes may be in order and your current advisors/agents are the right fit to make those adjustments for you. We compile our recommendations and provide them to you to take back to your current team.
- Major adjustments are necessary and we could be the right team to help you get back on track. We fully explain our findings and how we determined them, fill you in on the CCWMG investment and client service philosophies, and see if you agree that we are a fit for each other.
All of our clients went through this process before joining us. Why? It is quite simple: We want anyone who hires us fully understand their options before immediately hiring us. The outcome for each person is different, but they all follow this process in order to get to their customized results. Clients aren’t just a number to us and this SOS process reflects that.