Has your investment strategy been designed to adapt over time to the changes in your life? Does your current asset allocation fit each of your goals and multiple risk tolerance levels? Are you set up to provide for your heirs the way you want to? Does your current plan account for both long-term income and tax efficiency?
Every person should be comfortable with their strategy. However, in order to be truly comfortable, you’ll need the advice of more than one financial advisor.
Enter Phoenixville-based Creative Capital Wealth Management Group and its forward-thinking President and Chief Wealth Strategist, Fred Hubler Jr., who is gaining national renown for his unique, retainer-based approach to financial planning. Hubler and his team offer a free Second Opinion Service (SOS) that will help you gain confidence in your long-term financial plan by either confirming that you’re on the right path or recommending some adjustments.
“It’s simply not possible to get a reliable second opinion from the same person who gave you the first one,” said Hubler, who has been featured in The Wall Street Journal, Financial Advisor, American Banker, and U.S. News & World Report for his groundbreaking work in the industry.
There are three possible outcomes from using CCWMG’s Second Opinion Service:
- Your plan is doing what it should and that you are on the right track. CCWMG will wish you well and hope you leave its office with a little bit more confidence.
- Minor changes may be in order and that your current advisors/agents are the right fit to make those adjustments for you. CCWMG compiles its recommendations and provides them to you to take back to your current team.
- Major adjustments are necessary and that CCWMG could be the right team to help you get back on track. CCWMG will fully explain its findings and how it determined them, fill you in on the CCWMG investment and client service philosophies, and see if you agree that CCWMG is fit for you.
Contact Creative Capital Wealth Management Group today and set up your free SOS meeting. The only thing it costs is time and the results could be invaluable.
Click here to schedule a virtual consultation.
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