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Financial coaching, research, analysis and strategies

David R. Nielsen
President and Founder
A Registered Investment Advisor
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Achieve Clarity
Financial Second Opinionsm

 

Whenever an important decision needs to be made, you often seek out the advice of another person. You get a second opinion, several bids or comparative pricing. Why not do the same with your investments?

This is why our Financial Second Opinionsm offers you an independent review of your portfolio, 401K or IRA. We will research, rate and offer suggestions about all of your holdings. Our evaluations, analysis and recommendations are totally unbiased, not based on generating commissions.

Best of all, you don't have to change brokers or transfer your account! Simply bring in your current account statements and Big Wave's Financial Second Opinionsm will go to work providing:

  • An overall analysis of your personal risk tolerance.
Second_Opinion
  • Analysis of your present asset allocation based on your
risk profile.
  • Rebalancing profile and reallocation suggestions based on
your risk profile.
  • Detailed analysis of your entire portfolio.
  • In depth research, both fundamental and technical, of
each investment.
  • Specific recommendations and action plan summary.

Our Financial Second Opinionsm arms you with the power of unbiased analysis. Take control of your financial future today.

 
©2010 Big Wave Advisors, Inc.

Big Wave Advisors makes no representations or warranties that the information contained in this publication is suitable for the particular purposes of the subscriber or any other party. Big Wave Advisors assumes no responsibility or liability of any kind for the use of the information contained herein. This communication is for information purposes only and should not be regarded as an offer to sell or as a solicitation of an offer to buy any financial product, an official confirmation of any transaction, or as an official statement of Big Wave Advisors, Inc. Individuals or entities should consult their financial advisors and address their risk profile before acting on any financial research or commentary. Email transmission cannot be guaranteed to be secure or error-free. Therefore, we do not represent that this information is complete or accurate and it should not be relied upon as such. All information is subject to change without notice.