Do You Need a 2nd Opinion?

December 7, 2017 § Leave a comment

I seldom do a blog post directly suggesting you call me. But with markets at historic highs, it’s easy to wonder if you are prepared for corrections. What better way to help calm uncertainty than by getting a second opinion? If you had a serious illness or a major health problem, you’d likely seek a second doctor’s opinion before settling on a single plan of action. Why not do the same for an issue just as important — your financial health?


Having a comprehensive financial plan is a major step in pursuing your financial goals. In fact, a study by Harris Interactive confirms that 88% (nearly 9 out of 10) respondents with a comprehensive financial plan feel they have clear financial direction, a number almost 50% higher than those without professional planning services!


As a way for you to evaluate your financial health, I am providing a “2nd Opinion” comprehensive financial plan and analysis service to NEW Norumbega Financial clients for $250 (a service normally valued at $500.) This no-obligation offer is a way for you to thoroughly compare your current plan’s allocation, provide financial education through a gap analysis, and help you understand what, if any, problems might exist.


We may find that the course you’re on now is exactly where you need to be. We may find, alternately, that had your portfolio been positioned differently, your current situation might have been better. Whatever the results of your comparison, I’m not here to “sell” you anything other than an objective way to analyze your current course.


Should you reach the unfortunate conclusion that you’re being underserved by your current advisor, or if you’re not currently working with a financial professional, I would welcome the opportunity to discuss how I might be able to be of service. But for now, my priority is to provide clients with an objective resource, a “2nd Opinion,” for comparing alternatives against their current financial plan.  Call 207.862.2952 today to schedule a time we can begin putting your 2nd Opinion financial plan together. I look forward to assisting you!



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