Second Opinion

A professional review of your portfolio

For many of life’s financial decisions whether a major home improvement project or car repair, the smart council is often to get a second opinion. Should your investment portfolio be any different?

Some reasons why people come in for a review:

Some reasons why people come in for a review:

"My accounts are down. I am not sure what to do now."

"I am thinking about making a change and wonder what a professional might tell me."

"I don't really understand what I own. I feel it is time to learn.

While there are many reasons to get a review of your portfolio, it is important to remember that sticking with poor investments rarely improves with time.

Fresh ideas. Different perspective. Independent review. Together these may be just the thing to help improve your chances for a better result. 

How it works:

How it works:

We start by sitting down together and asking to learn about you and your goals. We will request a copy of your most recent statements to see how you are invested today.

Our review will look at a variety of issues from your mix of stocks,bonds and cash to potential risks to the ongoing expenses you are paying today.

We deliver a 21 Point Review of your portfolio. 

You walk away with a summary and analysis of your current portfolio. The review is simple to do and offered at no cost to you. 

Not sure if right thing to do? Download [ Myths about Second Opinions ]

Or just call 650-458-0312 and ask us.

Like to see what we do before we talk? Request our 21 Point Checklist. 

Our 21 Point Checklist covers three main areas. See for yourself what we offer and decide if you want to move forward.  

Yes, please send me the 21 Point Checklist.

Thank you!

For more information about our second opinion or other services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (650) 458-0312