In these uncertain times, you may know a friend, family member or colleague who may have a difficult situation, or who wonders whether they are getting the right advice, or who simply needs experienced professional advice, but doesn’t get it. That’s not uncommon. Studies suggest that over 80 percent of “middle class millionaires” would value a second opinion.*
In order to help those you care about achieve their goals and dreams, we provide a complimentary Retirement Second Opinion for those people. We’re pleased to offer your friends, family and colleagues the same guidance and expertise that you’ve experienced as a valued client of Professional Financial.
Working with professionals who redefine the wealth management
Ask ten investors to define wealth management. Rather, ask ten typical “wealth managers” you meet to do so. You’ll probably get ten different answers, and most replies will focus on investing or products. As a client of Professional Financial, however, you benefit from a team of CFPs® with a network of experts sharing a unique vision of comprehensive wealth management.
Our consultative planning process
At Professional Financial we approach each new engagement with a time-tested, collaborative process. We have an open dialogue with you so we can learn about your values, goals and dreams. This proven process enables us to closely tailor an individual plan that works toward your retirement and legacy goals. As a valued client, you’ll recognize each of the six steps below. In our Retirement Second Opinion, we offer a portion of our consultative service, complimentary, to you friends, family and colleagues.
What to expect from the Retirement Second Opinion
We will meet with your friends, family and colleagues in a discovery meeting to explore their expectations and concerns to see if we can help. If there is a fit, we will invite them back for conversation about our findings. We may confirm whether they are on the right track with their existing financial advisors. Or, if we are not the right fit, we will suggest another qualified professional firm that may be more appropriate. Either way, they will receive advice regarding their current retirement planning situation — a value up to $5,000 or more.
You can download a copy of our Retirement Second Opinion brochure here, or to contact Paul Byron Hill directly about the Retirement Second Opinion, please use our Contact form.
*Source: Russ Alan Prince and David A. Geracioti, Cultivating the Middle-Class Millionaire, 2005.