Second Opinion Service | Hawaii Financial Advisors
Do you know if your current investments match your risk tolerance? Is your portfolio risky or conservative? Is it aligned with your goals?
A second opinion financial analysis can tell you exactly where you are currently with your investments. Here’s how.
Let’s say your personal goal is you want to retire in 10 years. As an Investment Advisor Representative, we’d create a financial profile to help you achieve that aim
In order to conduct a complete analysis, we then complete a personal, confidential outline of your cash flow with income, expenses and liabilities laid out clearly.
That will help us determine whether you want to be in a conservative account, moderate account or an aggressive account. You want to make sure that your investments match not only your goals, but also your risk tolerance.
If you want to retire in 10 years and you are 60 years old, maybe you don’t want to be in an aggressive portfolio. Instead, more stable & reliable investments would make more sense at that time of life.
Why a 2nd Opinion Is Important & Often Necessary
So, I’m sure you’ve been working with your current advisor for a long time and you have a good relationship with them.
Maybe you golf together and you’ve built up some trust, but a second opinion will give you an honest review of where you are currently with your financial situation.
Let’s say you have a nagging pain so you go to the doctor. The doctor tells you something you don’t want to hear.
It’s perfectly fine for you to go across the street and get a second opinion from another doctor and see what they say.
That’s what I’m offering anyone who is considering a second opinion. If you have somebody you’re working with, I’m sure you’re happy with what you got.
By getting a second opinion, though, I can show where your investments are currently and if your goals are aligned. I will give you an honest opinion with no pressure and no obligation.
Find Out If Your Portfolio & Your Goals Are In Sync
Maybe your current advisor has your money managed in a conservative portfolio and it doesn’t match your personal objectives and goals, which allow for higher risk to get greater returns.
Again, I’m not asking for you to give all your business away if you want to keep what you have with your current advisor. I’m just offering to give you an honest perspective. That’s all.
Get a Financial Review & Your Questions Answered
I want a chance to show you if your investments match your investment objectives.
Contact us today and Give me an opportunity to meet with you today for an honest review!
