Why should you get a financial second opinion?
Think of a financial second opinion as a way to spot a “misdiagnosis” of your financial well-being. It will help you determine if your financial portfolio is truly optimized to pursue your goals. A second opinion can give you the chance to reevaluate your portfolio before making a potential mistake.
Who should get a second opinion from Walsh & Associates?
Anyone with a legitimate financial plan, or in the process of creating one, can request a second opinion from Walsh & Associates. We strongly advise those who are not confident in or satisfied with their current financial advisor’s advice to seek a second opinion. As fiduciaries, we are required to give you our objective and transparent financial recommendations; whether that means you should use Walsh & Associates or a different financial advisor.
What does a Walsh & Associates second opinion entail?
With a Walsh & Associates second opinion, you will receive our honest, objective advice. Our advisors will take an in-depth examination of your portfolio to evaluate its appropriateness given your financial needs. We will then provide our solution and guide you through the steps to take.
A decision this important deserves careful thought and investigation. A second opinion of your financial plan may give you the confidence that you have thoroughly done your research.