Perhaps this sounds familiar:
Is my financial advisor doing the right thing for me?
Should I switch advisors?
And if so, how can I find the right one?
A free discovery consultation with an A&I Wealth Manager is a safe, professional, and customized experience.
We will walk through our exploratory discovery process and get very clear on where you are now and what you would like to achieve in the future. We examine any gaps that need to be filled.
If you are in good shape, then you will leave the meeting confident and secure. If we both agree there may be a fit, then we will schedule a future meeting. We are often told our discovery process is the best conversation about money a person has ever had.
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 you in the right direction for a financial advisor that can work with you more effectively.
To request a second opinion, call us at 303-690-5070 or use our contact form.