Second Opinion Service
In this challenging economy, you may find yourself in a complex financial situation or may just be unhappy with the advice you are receiving from your financial advisor-it’s not uncommon. We believe that many retirement-minded investors would benefit greatly from a second opinion on their financial plan.
In order to help you achieve your financial goals, we offer a complimentary second-opinion service to retirement-minded investors. We are pleased to offer you the same expertise and guidance that one of our own valued clients would receive
Working with a team that redefines wealth management.
Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so and you will almost certainly get ten different answers, with most heavily focused on investing. When you receive a second opinion from, John Jaicks however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management
Retirement Success =
Investment Consulting
- Asset Allocation
- Portfolio Management
- Manager Due Diligence
- Risk Evaluation
- Progress Analysis
Advanced Planning
- Tax Minimization Strategies
- Legal Issues
- Insurance – Liability Management
- Longevity Planning
- Essential Document Organization
Relationship Management
- Regularly scheduled calls, reviews, and in-person meetings
- Team of professionals, including legal, tax, insurance, and investment advisors
The consultative process used by The Jaicks Group
We approach each new engagement with a consultative process. This allows us to have an open dialogue in which we learn about every client’s values and goals while working with them to tailor a plan to help achieve them. The diagram below illustrates the five steps they take with each client. Through their second-opinion service, you can enjoy a portion of this experience at no cost.
FULL CLIENT EXPERIENCE
What to expect from the second-opinion service
We will meet with you and your spouse/partner for a Discovery Meeting. Assuming that we all agree that we have a basis for working together, you will return for the Retirement / Investment Plan Meeting. Hopefully, we can confirm you are on track to fulfill your values and achieve your goals with your current financial provider. If needed, we will suggest ways in which they can help, including recommending another provider if they are not a good fit for your needs. Either way, you will receive a personalized Retirement Plan Policy Statement and a personalized analysis of your current situation
SECOND OPINION SERVICE
Let us help you address your most important financial concerns. Contact us today to arrange a complimentary second opinion from John Jaicks at S3 Retirement Planning.
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