Could You Use an SOS (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 … our SOS.
Following the SOS process, one of three things will happen:
We’ll confirm you are on track and recommend you to stay the course with your current advisor or self-managed approach; we may offer a few extra ideas for added value.
We’ll determine you can likely do better, but not necessarily with Lifeguard Wealth. If that’s the case, we can refer you to the right resources to best meet your needs.
We’ll determine you can likely do better by engaging our services. 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, at no cost and with no obligation. Because helping families make informed decisions is at the heart of everything we do.