Do you have confidence you are taking the right steps during the current volatility and uncertainty?
We are good at helping successful high achievers, like you. Take us up on our offer of our Second Opinion Service.
We’ll take a good, independent look at your existing financial goals, circumstances, and portfolio, assessing several critical details that you may never have considered, but that get to the very heart of a solid investment experience.
Much like how you would receive a second opinion from a medical doctor to ensure your treatment is appropriate, we too take a problem-solving approach, objectively reviewing the plan and sharing what we’ve learned.
Relevant information we share…
- Do you really know what is in your portfolio; and, bottom line, how it’s done so far?
- Are you taking on too much or suffering from too little investment risk?
- Are you paying too much in fees?
- Are your investments well-aligned with your life goals?
- Is your plan specifically tailored to you and is your plan on course?
- Are you living Life on Your Terms?
We’d love to be able to help. It is our intent to educate you on what is available, whether you work with us or not. No obligation. We will help you get to a better place.
Here is how it works…
- Schedule an Introductory phone call.
- We meet with you to determine where you are at and how your resources are aligned with your goals.
- We point you in the direction that is best for you.
Determine if you need a financial advisor who is seeking to understand you and develop a plan tailored to your exact needs and aspirations. That’s exactly what we do through our Design | Build | Protect Life on Your Terms strategic approach at Cogent every day.
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