Access the Value of a Second Opinion

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:

  1. If we think you are well looked after and on track with your financial life, we will recommend that you remain with your present plan.
  2. If we think you need to change your investment strategy and/or advisors, and we think we are a good fit to help you, we will offer to prepare a complementary written Investment Plan, including a Personal Financial Plan. Two weeks later, we will meet to go over these documents, and you can then decide if you would like to continue to work with us.

Access the Value of a Second Opinion

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