There is one question that we get asked far more than any other question.  The question is “I already have a planner so why should I meet with you?” This is a really good question and we will give you our answer, but first let’s examine the question.

After all don’t all financial planners, financial consultants,  insurance agents, attorneys, accountants, and wealth managers all know exactly the same stuff?  Don’t all these people know everything about law, taxes, investments, insurance, business structure, partnerships, estate planning, etc.

Let us put it another way.  Would you go to a doctor who said he can work on your heart, eyes, nose, and ankles, give you prescriptions when you get sick, and help you with your back if it goes out?  Should it be any different with your finances?

So back to the original question, “I already have a planner who does what you do, so why should I meet with you?” What if there is just one little thing that could be changed that your current planner had never thought of.  What if this one little thing could give you an extra 1% return, or reduce your taxes in retirement by 10%, or give you more money tax-free, or find money you were spending unnecessarily?  Would it have been worth your time for a second opinion review?

We know that nobody has the monopoly on good ideas.  We have just picked out one area (investment portfolio management) and read everything we can on this subject.  We have networked with some of the greates academic minds in the country.   We don’t claim to know it all, but we are sure we can improve your investment portfolio.

We have met with many people.  We know from experience that when we meet with someone we can find ways to improve their investments.  They just have to be open to meeting and learning something new.  Very seldom do we meet with someone who we cannot share a new idea with.  That’s it.  If you would like to meet, just call our office and schedule a time to attend one of our free investor coaching sessions to see if coaching is right for you.  You’ll be very glad you did.

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