What am I missing?
Get a second opinion—no cost, no stress and no obligation.
Initial discussion
- Establish and clarify current goals
- Review if goals are achievable, realistic and mirror your true wishes
Overall investment analysis
- Determine if investments are in alignment with your goals or if there are gaps that need to be filled
- Evaluate how much risk you are taking
Delivery of the second opinion
If your current plan is moving you in the right direction, we will let you know. If changes are necessary to achieve your goals, we will share that, along with the reason behind those recommendations.
In the end, we will help you gain a better understanding of your current situation and answer the question, “What am I missing?”
You can schedule your complimentary second-opinion service by contacting Nate Jarrett at (860) 657-1757, or visit us at www.poulinwealth.com and click on the “contact us” link on the home page.
