Portfolio and Financial Plan
You may be wondering if your current portfolio and financial plans are properly designed and being effectively managed in order to achieve your goals. Similar to seeking a second medical opinion to confirm or provide an alternative to a proposed medical solution, a financial Second Opinion provides an independent review of the investments and other financial tools that are a part of your current portfolio.
A financial Second Opinion lets you ask questions that you might have wondered about, but simply didn’t know whom to ask.
Some of the benefits of a complimentary Second Opinion by Foster Group include:
- Independent, objective analysis. Foster Group is completely fee-only; we do not sell any products.
- A thorough no-cost analysis of your current portfolio. Our team of financial and investment professionals, including CERTIFIED FINANCIAL PLANNERS™ (CFP®), Certified Public Accountants (CPA), Chartered Financial Analysts (CFA®), and Accredited Investment Fiduciaries (AIF®) bring together years of experience and expertise to evaluate your portfolio. This includes both the overall structure of your portfolio as well as the individual investments and other financial tools it contains. If there are steps you can take to improve the probability of success, we’ll discuss them with you.
- An opportunity to ask questions about any financial concerns. No question is off-limits, though we will be quick to tell you which ones would require a deeper understanding of your situation to answer thoroughly.
- Peace of mind. A second opinion will help increase your confidence, knowing that you have taken steps to research and understand your options.