Broker Check

Second Opinion?

 

Do you know if you are on track to reach your financial life goals and to enjoy the retirement lifestyle you have envisioned?  

At Wealth Strategies Inc., we offer advice that is both objective and personalized.  We are proud to have financial planning professionals.  We take our responsibilities seriously, identifying what matters to each client—and identifying the risks that they each face.

When the markets turn as volatile and confusing as they have over the past several years, even the most educated and patient investors may come to question the wisdom of the financial plan and the investment strategy that they’ve been following.  What worked for your investments six years ago—or even six months ago—may not be working for you today.  Investment products change.  Markets change.  Your financial situation and goals change.  Your investment strategy should adapt—to your age, financial circumstances, timeline, and the economic landscape.

We’ve seen a lot of difficult markets come and go.  As long-time investment advisors with a focus on retirement income planning and risk control, we certainly can empathize- and can help.  We would like to offer a complimentary second opinion consultation. 

Our confidential review can help increase your confidence that you are either in good hands and being advised properly by your current advisor or if, on the other hand, we think some of your investments no longer fit with your goals, we’ll explain why, in plain English.  And, if you like, we’ll recommend some alternatives.  The point is that we will provide an initial confidential and honest assessment of your plan and investment no matter how complex or straightforward you believe your plan might be.

Ready to get started?  You may Contact us today if you or someone you know could benefit from a second opinion.