10955 Lowell Avenue
The new state of the economy has caused many to reconsider their original plans. The common reasons for a second opinion fall in these broad categories:
For whatever reason, you may sense it is time for a second opinion. You may have some well-deserved preconceptions. Recent studies show the importance of relationship development between clients and financial advisors.
In the competitive field of finance you can expect different approaches and criticisms. You may have a good personal relationship with your advisor and you may feel like it, at a small level, is a personal betrayal to question their judgment. You may also be concerned about potential relationship strains with your current advisor if they learn you have sought a second opinion.
The truth is, it is your financial future, your life savings, and seeking a Second Opinion does not have to cause harm or heartache. Approach your decision with clear expectations and remain open to the possibilities. We recommend you establish these measures of success:
If your current advisor(s) are providing quality service and results and consistently acting with your best interests at heart, you may be in the best hands right where you are now. The disciplines of financial planning, risk management and investment management are often included in a financial advisory relationship. Keep that in mind when you compare pricing.