Second Opinion Service
Like many things in life, sometimes a second opinion is warranted. If your doctor is recommending major surgery, a second opinion is always advised. In the area of personal finance, major financial changes also deserve a second opinion. This can involve events like: sale of a business, exercise of stock options, marital changes, etc. At Lifeguard Wealth we offer a complimentary Second Opinion Service or what we call our S.O.S.
Following the S.O.S. process, one of three things will happen:
1. We will confirm you are on track and recommend you to stay the course with your current advisor of self-managed approach along with any of our recommendations.
2. We determine you can do better. However, for any variety of reasons, Lifeguard Wealth is not the right fit. If we are not the right fit for you, we will recommend another financial advisor who will best meet your needs.
3. We determine you can do better, and that we can provide the right assistance. We would then discuss working together to help you achieve your financial and personal goals.
Regardless of the outcome, you will receive a personalized analysis of your situation. Again, we provide this service at no cost and with no obligation.
At Lifeguard Wealth, we have a clear and comprehensive vision of wealth management. Helping our clients make informed decisions is at the heart of everything we do.