Second Opinion Service

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As a member of our Winners Circle Wealth Consulting Program™, you are a preferred client. You have joined a small exclusive club and we are privileged to serve you. Naturally, with our club, your membership gives you certain special privileges. One of those privileges is — we waive our minimum investable asset requirement for the parents and children of our clients. We are also pleased to offer another service by making ourselves available as a sounding board for your family, the people you love and your friends who are important to you.

We will always meet with anyone you introduce to us and make ourselves available to answer their questions. If that person is important to you, then they are important to us. We will make the time to meet with them even if it’s just for the reassurance that comes with a second opinion.

So if someone does ask you about us and you feel they could benefit from the kind of work we have done together, call us. Let us know about your friend and provide contact information. You and I will then decide whether it would be best for you to personally introduce us, or if we should contact them directly.

Regardless of the outcome of our first meeting, whoever you introduce will receive the same professional and respectful treatment you’re accustomed to. If there is not a fit, we still want that first meeting to be of value to them and we will make suggestions on where they can get what they need. If we believe there may be a fit we will offer a Discovery Meeting as described on our home page and then invite them back for a Wealth Management Plan meeting. Hopefully we can confirm that they’re on track to achieve their lifetime and financial goals or we’ll suggest ways we can help.

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