A Cup of Coffee
A Second Opinion
When the markets turn as volatile and confusing as they have over the past several years, even the most educated and patient investors may come to question the wisdom of the financial plan and investment strategy that they’ve been following.
At Strategic Wealth Partners, we’ve seen a lot of difficult markets come and go. And we can certainly empathise with those who find the current environment troublesome and disturbing.
We’d like to help, if we can, and to that end, here’s what we offer: A cup of coffee… and a second opinion.
By appointment, you’re welcome to come in and sit with us for a while. In a mutual discovery meeting we’ll ask you to outline your financial goals – and to tell us what your investment portfolio is intended to do for you. Then we’ll review your portfolio with you, as it relates to the achievement of your most deeply-held goals.
If we think your financial plan and 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 and your long-term plan for your assets no longer fits with your goals, we’ll explain why, in plain English. And, if you like, we’ll recommend some alternatives.
We’re certain that while meeting with us, you’ll quickly realise that you’re in the company of well credentialed financial planning professionals – not sales people.
Either way, the coffee is on us.
"The trust and feeling of comfort has grown over the eight years since our first meeting."
"They are good listeners and make thoughtful recommendations that are relevant to what we are trying to accomplish in our lives."
"Working with them on my long-term financial plan has been a source of comfort since my husband's passing."
Our job is to make sure that every decision you make moves you closer to your goals.
If you've never worked with a financial planner before, we'll guide you through the process.
If you have previously worked with a financial planner but believe it is time for a change, we can assist you in making that transition.