When was the last time you sought a second opinion about your wealth?
Investors are trying to make sense of an unprecedented economic uncertainty that has left many feeling blindsided and unsure about their financial future like never before. We believe it’s prudent, even essential to pursue an unbiased second opinion on your financial plan, individual portfolios and your 401K, 403b, IRA and retirement plans.
The benefits of an unbiased second opinion
Because Jordan Dechtman Wealth Management is a fee-based, independent wealth advisor, our approach to asset management is not tied to one type of investment product. Unlike many major Wall Street firms we don’t have be concerned about recommending a competitor’s investment products over our own. As an independent Financial Advisory firm, our advisors are free to choose from thousands of investments to find those that we believe are right for you. When you work with Jordan Dechtman Wealth Management, we want you to be confident that you’ll receive straight-forward advice and candid financial guidance.
Are you ready for a fresh, unbiased perspective? We would like to offer you a complimentary second opinion of your investment and retirement portfolios. A thorough review of your portfolios may demonstrate that everything is in order and, if so, we’ll let you know. However, there may be elements of your portfolios that are in need of reallocation. If that’s the case, we’ll tell you and make some recommendations on how you may improve your situation.
Schedule an Appointment Today
Please contact us to schedule a no-obligation appointment for a complimentary review of your
investment or retirement portfolio. Call us at 303-741-9772 , email us at firstname.lastname@example.org or submit your information online now.