|
This service offers the chance to receive a second opinion on the quality of advice received from
a current or former adviser.
This is not second-guessing, Monday-morning quarterbacking or 20/20 hindsight.
Instead, it is an expert assessment of the quality of the advice received separate from the actual investment results achieved.
We explore whether the advice delivered is consistent with professional
standards. Key Benefits- We evaluate the advice in a straightforward way so you can
evaluate your current or former financial advisor.
- We never establish client relationships with forensic clients. We are not trying to solicit your investment
or advisory business.
- We compare both the advice and the implementation to be sure that you actually got the plan the adviser described.
- Confidential
- Our analysis will be provide in written
form and will include a conference ca
- Experience
- We bring over 20 years experience developing and supervising financial plans. We reviewed thousands of financial plans
and trained hundreds of financial advisers at two of the largest financial
planning organizations in the United States.
- Process Driven
- We use an innovative scoring matrix to evaluate how your financial advice compares to your financial objectives. We don't just look at how the advice was delivered, we also evaluate whether the advice was
appropriate for you.
- Convenience
-
You provide a copy of your financial plan together with your account statements and an initial minimum retainer of $750.00. We'll set up aconference call
for up to one hour to learn about your financial objectives and the scope of your
previous financial agreement. Together, we will discuss the level of
service required. You will receive a written agreement and an estimate
of the fee required to evaluate your case. If you decide not to go
forward a portion on the initial retainer may be refunded depending on the
scope of work performed up to that point.
|
Special Needs