Second-opinion service

Second-opinion service

Offering expert financial guidance for those seeking a second opinion

In this challenging economy many people may find themselves in complex financial situations or dissatisfied with the advice they’re receiving from their current financial advisor.

To support individuals in achieving their financial goals, we are pleased to offer a complimentary second-opinion service. Whether you or someone you know is seeking expert guidance, we’re here to provide the same high level of service and insight that our valued clients at Richardson Wealth have come to expect.

 

 

Working with a team that redefines wealth management

Ask ten people to define wealth management. Actually, ask ten wealth managers to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of Richardson Wealth, however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.

Investment
Consulting

  • Asset allocation
  • Portfolio management
  • Manager due diligence
  • Risk evaluation
  • Performance analysis 

Advanced
Planning

  • Wealth enhancement, including cash flow management and tax minimization
  • Wealth transfer
  • Wealth protection
  • Charitable giving 

Relationship
Management

  • Regularly scheduled calls, reviews and in-person meetings
  • Team of professionals, including legal, tax, insurance and investment advisors 

 

Our consultative process

We approach each new engagement with our consultative process. This allows us to have an open dialogue in which we learn about every client’s values and goals while working with them to tailor a plan to help achieve them. As a valued client, you will recognize the process you have experienced with us.

Full client experience

01

Discovery meeting

02

Initial Findings Meeting

03

Mutual Commitment Meeting

04

Implementation Meeting

05

Regular Process Meetings

 

 

What to expect from our second-opinion process

Through our second-opinion service, individuals can experience a part of our comprehensive approach at no cost. We will meet in an Exploratory Call to assess their overall financial situation and whether we would be a good fit for helping you achieve your financial goals. Assuming that we are, we would move to the Discovery Meeting, where we will create a Total Client Profile of key aspects of your finances and your life.

In the Initial Findings Meeting, we will present a preliminary financial analysis. Hopefully, we can confirm you are on track to achieving your goals with your current financial provider. If needed, we will suggest ways in which we can help, including recommending another provider if appropriate. Either way, you will receive a Total Client Profile and our initial findings on your current situation.

Second-opinion experience

01

Exploratory call

02

Discovery Meeting

03

Initial Findings Meeting

 

Let us help you and those you care about.

Contact us today