2nd Opinion
Are you 100% satisfied with your current financial advisor and the investment plan they have had you following for the last couple years? If not, we'd like to help. Volatile and confusing markets like the past year have even the most patient investors questioning the wisdom of the strategy they've been following. At The Financial Team, Inc., we've seen difficult markets come and go and empathize with those who find the current environment troublesome and disturbing. If you're concerned about your financial well-being, perhaps it's time for you to seek that vital professional second opinion to determine if the assets you've worked so hard to acquire are still in a position to help you achieve your goals. Every journey begins with one step - all you have to do is get started.
Click here for video (4 minutes)
We are a team of fee-only Certified Financial Planners™ with over 50 years of experience and we'd like to help if we can. To that end, here's what we offer: A cup of coffee and a complimentary 45 minute appointment with a member of our team for you to come in and share your financial goals and concerns. This first step toward accomplishing your goals will give us a chance to set a direction for your financial planning needs. Our firm has been built by providing consulting to individuals and small business owners for "all-things-financial" but we may not be the right fit for what you need - and we'll gladly tell you...at absolutely no charge and you'll be on your way with a pretty good cup of coffee. However, if by the end of the appointment you have provided us with all the information needed about your concerns and financial situation, and we mutually agree our firm can be of help, you'll find out how we suggest you proceed to remedy your problems and you'll know the exact cost of our services to do so.
Contact us now to request your complimentary appointment for a second opinion (and a cup of coffee!)
For a personal copy of this video, please email us at 2ndOpinion@thefinancialteam.com
**The FPA has provided a helpful list of items that may be relevant for your first meeting with a CFP™.
