When your financial future is on the line, are you only going to take one person’s advice?
Getting a second opinion is absolutely crucial to your financial success, especially in this uncertain market. Unfortunately, many people don’t realize just how important it is to get a second opinion.
Not sure why you should seek out someone else’s advice? Here are a few reasons why getting another opinion can make all the difference.
1. Double Check Your Current Financial Planner
Customers often tell us they already have a financial planner. Their big question: why should I seek a second opinion if I already have an advisor?
A second opinion is perfect in this case because you get to evaluate your current advisor. Are they just a salesman by a different name? Or are they truly committed to helping you grow and manage your wealth?
Remember, you’re under no obligation to follow the new advice. If you want to stick with your original planner, no one will stop you. So why not double your financial advice?
Getting a second opinion from a trusted financial advisor is a great way to get solid investment advice and avoid making any major mistakes.
2. Examine Your Financial Plan
You probably created a set of financial goals for yourself a long time ago. But be honest: are all of these goals still realistic? And do they best represent your current needs and desired lifestyle?
Getting another opinion is about getting a second chance for more than just your current investments. It’s about getting a second chance to reexamine the financial goals you previously established.
Some of this new examination is going to come from your own changing priorities. For example, maybe you want to retire earlier than you originally planned, or you want to have a higher standard of retirement living than you first imagined.
Other parts of the reexamination will come from the expertise and perspective of the new financial advisor. They can discuss how recent changes to the market landscape may affect both your short-term and long-term goals. And they may be able to help you anticipate obstacles to your goals and develop creative ways to circumvent those obstacles.
It’s perfectly fine if your priorities and goals remain the same. But you’ll never know how viable those priorities and goals still are unless you pursue another advisor’s opinion.
3. The Power of Independent Fiduciaries
That brings us to the next reason to seek out another opinion: the power of an independent fiduciary.
Your best interest is first and foremost. We’re here to educate you on what you have, not sell you on products you don’t need or understand.
We can help you implement the recommendations we make if you want…or, you can do them on your own or with your existing professionals if you so choose.
You’re in control the entire time, and that brings some serious peace of mind.
4. True Empowerment Through Education
A Second Opinion Review is meant to empower you so that you can move forward through life and make decisions with clarity and confidence.
We approach our work with the heart of a teacher, explaining what to do, how to do it and why it’s important.
Our aim is to educate you about investments, insurance and tax/estate planning so you have the knowledge needed to make the right decisions for you and your loved ones.
We’ll identify any gaps you may have in your financial plan and give you ways to fill in those gaps. Then you can live your One Best Life now without having to worry about whether or not your financial future is secure.
Most investors seek out advisors because they don’t feel comfortable with their knowledge of the market. Understandably, they want someone with more knowledge who can help grow their wealth.
By seeking our advice, you will learn whether your current lifestyle is sustainable or needs improvement. You’ll also learn how to identify future trade-offs as well as investment gaps that you need to close.
Our Second Opinion Review offers the kind of financial education that will change how you view your entire portfolio.
5. Clear Pricing & Fee Structure
Our fee-for-service structure is transparent and easy to understand. There are no secret surprises hiding in the paperwork. You can get a Second Opinion Review by simply paying a one-time fee.
Receiving our advice puts you under no additional obligation. At the end of the day, we just want to see you on the best possible financial path.
A Second Opinion Review: How To Get Started
Now you know why you should seek a second opinion when it comes to investing, insurance, and tax and estate planning. But do you know where to find the best advisors around?
We specialize in offering financial second opinions that can completely transform your financial future. To see what we can do for your investments, contact us today!