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Get a Cup of Coffee and a Second OpinionSubmitted by Mike Tarrant, CFP® on April 3rd, 2020
When the markets turn as volatile and confusing as they have over the past month, even the most patient investors may come to question the wisdom of the investment plan that they've been following.
As a financial planner with over 25 years' experience, I've seen a lot of difficult markets come and go. 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 cup of coffee and a second opinion.
By virtual appointment, you're welcome to talk with me and receive a complimentary, no-obligation second opinion. I'll ask you to outline your financial goals - what your investment portfolio is intended to do for you. Then I'll review the portfolio for and with you.
If I think your investments continue to be well-suited to your long-term goals - despite the current market turmoil – I'll gladly tell you so and send you on your way. If, on the other hand, I think some of your investments no longer fit with your goals, I'll explain why, in plain English. And, if you like, I'll recommend some alternatives.
Planning for your future doesn't have to be complicated, and I'm here to help.
Call our office today at 770-353-6414 to schedule your complimentary, no-obligation virtual appointment.