Financial Advisor Services
Investment Second Opinion Meeting
Having a second set of eyes looking over your plans is a great way to ensure they will succeed, especially when those eyes belong to the CERTIFIED FINANCIAL PLANNER® professionals at Portfolio Advisors. When you want to feel confident about your investment strategies, let our team of experts be your second-opinion financial advisors so you can make sure nothing has been overlooked.
Arranging a second-opinion meeting with our financial advisors can be a great way to gain peace of mind. With our help, you can double-check your portfolio to make sure you have all the right strategies in place to secure your financial objectives. This one-time assessment means you can rest assured you’re pointed in the right direction.
Why a Second Opinion is Important
Building your investment portfolio is a complex and challenging process. Even if you have what you consider to be a solid strategy, even experienced investors can make mistakes from time to time. Because even small mistakes can have a ripple effect that can affect your retirement and other financial goals, it’s critical to allow an outside expert the opportunity to review what you have.
What We Offer for You
When you trust Portfolio Advisors to provide a second opinion on your investments, the process begins by submitting your investment account statements and holdings information to us. Once we have all the information we need, we’ll schedule an initial meeting lasting no more than half an hour over the phone. During this session, we’ll review your statements and work to clear up any details that may not be clear at the onset. If we encounter any other questions as we review, we’ll reach out to you for clarification.
At the end of our initial call, one of our financial advisors will set up a final meeting with you. This will be a 30-minute consultation held either in-person or virtually to present our analysis. Using analytics platforms and other internal tools, we’ll present our findings and make recommendations based on what we think makes the most sense for your specific needs. You’ll also receive a Portfolio Comparison Report that summarizes our observations and recommendations to use as you see fit.
What We Offer for You
You can count on us to deliver the most unbiased analysis of your portfolio, thanks to our status as a fee-only fiduciary. This means we hold ourselves to exceptionally high standards and your best interests first. Our recommendations will be based entirely on our honest assessment of your investments and your financial plans, never on what would make more money for us.
If you’re ready to learn more about what makes our second-opinion advisory services so valuable, reach out and speak with a member of our team today.
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For more information on the CERTIFIED FINANCIAL PLANNERTM credential, please see our Disclosures page. Not all services will be necessary or appropriate for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances and overall objectives. Neither customized services nor the scope or nature of financial planning should be construed as guarantees of a particular outcome. Comprehensive financial planning indicates that financial planning will be informed by the material financial and investment circumstances of the client, as communicated by the client to the adviser, but may not consider literally all aspects of a client’s financial affairs. Clients are free to accept or reject any planning recommendations provided by the firm and may choose to implement accepted recommendations with the professional(s) of the client’s choosing. The effectiveness and potential success of adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, the client’s tax bracket and financial circumstances, coordination with the client and the client’s other engaged professionals, market conditions, and other factors. Portfolio Advisors, Inc. is neither a law firm nor an accounting firm and does not provide legal or tax advice. Website visitors and clients should consult an attorney or tax professional regarding their specific legal or tax situation. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.