The Dempsey Wealth Management Group offers a complementary Second Opinion Service designed to assess your current financial plan, identify areas where we can add value, and determine if we are a good fit to work together.
If you are either transitioning to or already in retirement, schedule a 90-minute, no-obligation “Discovery” meeting at our downtown Vancouver office. We will discuss seven areas of your financial life, and look at where you are now, where you want to go and any gaps that may prevent you from achieving your goals.
The meeting will conclude in one of two ways:
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