Complimentary
Second-Opinion Service
Navigating volatile markets can make even the most patient investors question their strategies. At Pinehurst Financial Group, we understand these concerns and are here to help. Our complimentary second-opinion service provides a thorough review of your investment plan, ensuring it aligns with your long-term financial goals.
How Our Service Works:
- Meet With Us: Join us for a cup of coffee and a discussion about your financial objectives. We want to understand your goals and current investment strategy.
- In-Depth Portfolio Review: We’ll thoroughly examine your portfolio to assess whether it is tailored to work toward your long-term financial goals, through any market conditions.
- Transparent Feedback:
– Important Questions Answered:
1. What do I currently own in my portfolio?
2. How much risk am I taking?
3. What fees am I paying in my portfolio?
– On Track: If your investments are well-suited to your goals, we’ll affirm that you’re on the right path.
– Needs Improvement: If we find areas where your investments might not be aligned with your goals, we’ll provide clear explanations and suggestions for improvement.
– Additional Support: We can also provide you the names of legal, insurance, and tax professionals for your consideration, if needed, helping to ensure a comprehensive approach to your wealth management.
What to Expect:
- Confirmation of Effectiveness: We verify that your current plan effectively addresses your financial goals, confirming that you are on the right track.
- Identifying Gaps: We identify any shortcomings in your current plan that could hinder your financial objectives.
- Suggested Changes: If changes are needed but our services aren’t the best fit for you, we’ll provide actionable recommendations and referrals to other professionals who may better suit your needs.
Share Our Service:
If you know someone who could benefit from a second opinion on their finances, we’re happy to extend our services to them as well. Feel free to refer friends, family, or colleagues to us for a thorough evaluation of their plan.
Get Started:
Contact Pinehurst Financial Group at Stifel to schedule your complimentary second-opinion consultation and take the next step in working towards your financial future.