When the markets turn as volatile and confusing as they have over the past year, even the most patient investors may question the wisdom of the investment plan that they've been following. Over the past 20 years, we’ve reviewed thousands of investment portfolios and seen a myriad of difficult markets come and go. And we can certainly empathize with people who find the current environment troublesome and disturbing. We'd like to help, if we can, and to that end, here's what we offer:
Our Second Opinion Service will help you:
How It Works: By appointment, you're welcome to come in and sit with us for a while. We'll ask you to outline your financial goals – what your investment portfolio is intended to do for you. Then we'll review the portfolio for and with you.
If we think your investments continue to be well‐suited to your goals – in spite of the current market turmoil – we'll gladly tell you so, and send you on your way. If, on the other hand, we think some of your investments no longer fit, we'll explain why, in plain English. And, if you like, we'll recommend some alternatives. Either way, the coffee is on us.
Next Step: Simply call our office at (800) 401‐6477 and ask for Dennis Packard, CFP®