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 Opinionsmoffers 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.
•
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.