A cup of coffee and a second opinion.
By appointment, you’re welcome to come in and sit with us for a while. We’ll ask you 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—in spite of the current market turmoil—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.