Second Opinion Service

The recent disruption in financial markets has caused many to question whether their existing advisor relationship is best positioned to achieve what is most important to them.  Recent research indicates that over 80% of investors with $1 million or more of investible assets were considering switching advisors.1  Many investors are unsure what to do now.  Often they wonder if they have the right advisor, and, if they should switch, how to find the right one.  To help with this we offer our Second Opinion Service where we go through the same exploratory discovery process used with our clients.

In this service, we will provide a second opinion.  We will first get a very clear picture of where you are now and what you would like to achieve in the future.  We will examine any gaps that need to be filled.  If you are in good shape with your current providers we will let you know.  If we see gaps that currently need to be filled we will bring those to your attention, and if we can have impact improving your situation we will provide potential solutions.

If you, or a friend, are interested in our Second Opinion Service please contact our office.
 

Sylvania, Ohio

(419) 517-9100

Mark Klopfenstein

mklopfenstein@siainvest.com

 

1 Frank, Robert (September 30, 2008). “Wealthy Investors Stage Revolt Against Advisors”. Wall Street Journal.