Not too long ago, a friend of mine was told by a well-respected surgeon that he needed to have minor surgery to correct a potential problem. Obtaining a second opinion was an obvious decision for him. I believe that conventional wisdom tells us that there are many benefits to getting a second opinion from a different physician in order to confirm that a surgery is the best course of action. If getting a second opinion is so obvious for our health, why should it not be as obvious for our wealth? I think I may know the answer…conflict of interest.
If you are like me, we have a strong idea that when we seek a second opinion on about just anything, we can pretty much guarantee that the second opinion will tell us how things can be improved, cost reduced, etc. More importantly, they try to convince us as to why they are the better choice. Situations like this have happened to me more times than I can count, but that is okay. All I am looking for is information as well as a possible different perspective on the situation. Once I have the information, I will make the decision that is best for my family and me. I think nothing of getting a second opinion and it is never a waste of time. I always learn something that I can benefit from. In fact, getting a second opinion is a normal process that I go through regardless of the situation. If I was an investor, I would do the same thing. Of course, there is no cost or obligation whatsoever for our evaluation of your current situation. What do you have to lose except for a little of your time?
What can you expect from the service? Besides preparing a comprehensive analysis of your portfolio, whatever you want! You tell me your thoughts, concerns and what you want to gain from our analysis and we will do our very best to deliver. At the end of the day, you should have confidence. You have done your due diligence, considered your options, and are prepared to make decisions. After you receive your second opinion analysis from us, we, of course, would hope that you would consider employing our services. However, that is completely up to you. There will be no pressure or sales gimmicks. As I often say, “We guide and you decide.”
Isn’t it time for your second opinion about your wealth? I encourage you to take advantage of our Second Opinion Service. Just click on the link below to request more information. We will be back in touch with you within 24 hours. I truly believe you will find this endeavor to be time well spent. I look forward to hearing from you. Thank you for the consideration.