We believe it’s important to get a second opinion on your family’s financial plan.
We’d like to help, if we can, and to that end, here’s what we offer:
A cup of coffee + a Second Opinion = Win-Win
By appointment, you’re welcome to come in and sit with us for a while. We’ll ask you briefly to outline your financial goals – what your investment portfolio is intended to do for you. Then we’ll review the portfolio for and with you.
If we think your investments continue to be well suited to your long-term goals – we’ll gladly tell you so, and send you on your way.
If, on the other hand, we think some of your investments no longer fit with your goals, we’ll explain why, in plain English. And, if you like, we’ll recommend some alternatives.
Either way, the coffee is on us.
To schedule your Second Opinion appointment call Tom Scanlon at
860-645-1515 or fill out the short form on the right.
Second Opinion service is best suited for portfolios over $200,000.