Access the value of a second opinion
The Borisoff Cox Wealth Management Group offers a complimentary Second Opinion Service designed to assess your current financial plan, identify areas where we can add value, and determine if we are a good fit to work together.
If you qualify, with a minimum investment portfolio of $200,000, and are either transitioning to or already in retirement, schedule a 90-minute, no-obligation “Discovery” meeting at our downtown Vancouver office. We will discuss seven areas of your financial life, and look at where you are now, where you want to go and any gaps that may prevent you from achieving your goals.
The meeting will conclude in one of three ways:
- If we think you are well looked after and on track with your financial life, we will recommend that you remain with your present advisors.
- If we think you need to change your investment strategy and/or advisors, and we think we are a good fit to help you, we will offer to prepare a complimentary written Investment Plan, including a Personal Financial Plan. About two weeks later, we will meet to go over these documents, and you can then decide if you would like to continue to work with us.
- If we think you need to change your investment strategy and/or advisors, but we think we are not a good fit to help you, we will offer to introduce you to another financial advisor who may be a better match.
Please note that we only work with a small number of clients chosen because we believe we can have a major impact on their financial future.
Please contact us for more information.