Why should you consider a second opinion?
Things change rapidly, so every few years, it is a good idea to get an outside, independent opinion. Through this second opinion we will address the concerns below:
- How current events affect your investments?
- What happens in an economic down turn?
- Is the advice you're receiving in your best interest?
- Will I run out of money during retirement?
- How much can I spend in retirement and not run out?
- Are my fees in line, or am I over-paying?
- Is my advisor a fiduciary?
Second opinions never hurt but the upside can be life changing.
What we'll discuss during our meeting...
At Cannon Advisors, we can provide a second opinion and personal guidance. We'll walk you through the steps below:
- Determine where are you going and are your on the right track?
- Understand where you want to be and is it within reach or are changes necessary?
- Put together a plan to help get you there.
- Identify what could prevent you from reaching your goals and how to prepare.
Click the button below and schedule a convenient time for you.