Get a Second Opinion on Your Financial Plan

Dear investor,

I have met many individuals and families who are concerned about their financial future, and I can certainly empathize with people who find the current environment troublesome and disturbing.

I’d like to help, if I can, and to that end, here’s what I offer:

A genuine second opinion.

Due to the uncertainty in the economy and the growing challenge of accomplishing individual goals, nearly 90% of affluent investors welcome a second opinion on their families’ finances.

By filling out my message form below, or simply by just giving me a call, you’re welcome to come in and sit with me for a while. I’ll ask you to briefly outline your financial goals to help me gain clarity on what your investment portfolio is intended to do for you. Then, I will evaluate your individual situation and respond with plain English recommendations based on YOUR situation and goals.

If I think your investments and current financial game plan continue to be well-suited to your long-term goals, despite all the market turmoil, I’ll gladly tell you so, and send you on your way.

If, on the other hand, I think your current investment track no longer fits with your goals, I’ll explain why, in plain English. And, if you like, I’ll recommend an alternative game plan aimed at improving the probability of reaching your individual and family goals.

Lance Parker, CFS

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