A Cup of Coffee and a Second Opinion

Are you successfully meeting your financial goals? If you’re not sure we would like to offer you a cup of coffee and a second opinion.

We’ll sit down and discuss what is important to you now, and what matters most with respect to your financial future. Then we’ll review your portfolio with you.

If we think your investments continue to be appropriate, we’ll gladly tell you so, and send you on your way. If, on the other hand, we think some of your holdings are no longer suitable based on what’s important to you, we’ll explain why, and if you like, we’ll recommend some alternatives.

Either way, the coffee is on us.

To set up a second opinion meeting call us at 503-980-3337 or fill in the form below. We’ll be in touch with you to set up a convenient time.