The new normal is fraught with myriad unknowns and firsts-of-its-kinds. As we adapt to this new way of life, we would like to remind our clients, friends of the firm and other business acquaintances of our Second Opinion Service.
We have all likely taken time to reflect on our personal financial plans and there may be some areas of that plan you would like to complete, adjust or improve. It is important to take time to confirm or revise those plans.
In these past two months, we have received numerous calls from clients asking to review Life Insurance policies, update Beneficiaries on their accounts, or update the status of Legal Documents pertaining to their Estate Plan. If you or someone you know has been meaning to do any of this, now is a great time to have a conversation with an advisor and get the answers you need.
For new or prospective clients, we offer a free Discovery Meeting (which we would happily set up via video conference or phone) where we will discuss your financial goals and needs while providing a free assessment detailing whether or not you are on track to meet them. If needed, we will suggest ways we can help and we will determine if we are a good fit for your needs. We are always willing to refer a client or prospect to speak with a different expert who may be more suitable to the certain situation, as well.
At the core, we will offer an unbiased objective assessment of your current wealth management strategy.
We fully understand the stresses that the current pandemic is placing on many people. A second opinion can provide tremendous reassurance or peace of mind in knowing that your current financial path has you on track to meet your financial objectives and protect you from unseen future challenges.
We would be happy to provide a Second Opinion to any of our clients, family of clients, or friends of clients including, but not limited to the following topics:
- Managing Retirement Account Contributions
- Creating a Durable Stream of Income In Retirement
- Saving for the Cost of Education
- Charitable Giving
- Life Insurance
- Estate Planning Documents
To learn more, please reach out via email or phone (781) 246-0222. We would be honored to provide any amount of help in getting people through this pandemic with more confidence to their approach to financial management.
*Private Client Services does not provide tax, legal or accounting advice. You should consult with your own tax, legal and accounting advisor.