Financial coaching, research, analysis and strategies
for the independent or online investor

David R. Nielsen
President and Founder
630-682-5520

A Registered Investment Advisor
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Achieve Clarity
Financial Second Opinion
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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.