By RUDY EDELEN / CFP®
With all the complexity and volatility in today’s financial markets, many investors are unsure of what to do now. As we approach year end, I want to offer you a service that we provide our clients for their friends and family members. Our second-opinion service can help you—or your loved ones—make informed decisions about their financial well-being.
We will walk you through the same “Discovery” process that our clients experience which gives us a clear view of where you are and where you’d like to be. We’ll determine if there are gaps that need to be filled or if you are in good shape with your current providers, we’ll say so.
We strive to work with individuals for whom we can make a major impact. If after participating in our discovery process, you find that Landmark is a good fit for you we can start you on the path of becoming a Landmark client. If we are not a good fit, we are happy to help you find someone who is.
Who do you know that would benefit from our second-opinion service?
- Tax Management
- Education Planning
- Legacy Goals
- Risk Management
- Higher Interest Rate Advantages