Second Opinion Review
I want to offer you our complimentary second-opinion service. It’s for you and the people you really care about—your friends, family members and colleagues—who may be in a complex situation or who just want to make sure they’re making smart decisions in today’s economy. We help these people make informed decisions by providing them with a second opinion on their finances.
When you introduce us to someone, we take them through the same experience you’ve had with us. We’ll go through the discovery process to get very clear on where they are now, where they want to go and what the gaps are. Then we’ll evaluate whether their current financial advisors are taking good care of them. If they are, we’ll recommend that they stay with their current advisors. If not, we’ll evaluate whether we would be the right advisor. As you know, we limit our practice to people for whom we can make a major impact. If we’re not the right advisors for them, we promise to point them in the direction of the right solutions.
DON’T WAIT – GET STARTED ON YOUR SECOND OPINION REVIEW TODAY
To get all the details, to make sure you qualify, and to start your Second Opinion Review with Eric Sands today, call him directly at (954) 721-4767. We will out the Vest Vision Questionnaire together at our first meeting.
WEALTH MANAGEMENT IN THE BEST INTEREST OF MY CLIENTS
My “client first” tradition at Sands Financial Services is simple: I always act in the best interest of my clients. My advice is objective and unbiased. There are no proprietary arrangements to sway my focus from my clients’ dreams and desires.
Please note that diversification does not ensure a profit and does not protect against losses in declining markets. It is a method used to help manage investment risk. Investments are subject to market risks including the potential loss of principal invested.