2nd Opinion Service

With all the disruption in the financial markets, research indicates that over 80% of investors are actively considering switching financial advisors. Investors are unsure what to do now and do not feel well-served. They ask:

•Is my financial advisor doing the right thing for me?
•Or should I switch advisors?
•And if so, how can I find the right one?

Friends and family of current clients benefit from a free discovery consultation with an AIFS advisor.

In this service, we will provide a second opinion. We will walk through our exploratory discovery process to get very clear on where a person is now and what they would like to achieve in the future. We examine any gaps that need to be filled.

If a person is in good shape with their current providers, we will let them know. Or if it is more appropriate for us to work with them, we will let them know.

We limit our practice to successful families for whom we can make a major impact. If we’re not a good fit, we are happy to point in the right direction for a financial advisor that can work with them more effectively.

To request a Second Opinion, call us at 303-690-5070 or e-mail jane@assetsandincome.com