Do you need a Second Opinion on your Retirement Strategy?

We believe it is important to get a second opinion on not only your individual portfolios, but also your 401(k), IRA and retirement plans. Our second opinion report is an analytical tool designed to indicate how your portfolio will fare in various economic scenarios. Furthermore, it is designed to highlight areas where your portfolio may need improvements to ensure you stay on firm financial footing. For instance, if your portfolio decreased during the recent market declines, chances are changes may be warranted. The Second Opinion is best suited to serve those with investment portfolios that are over $250,000 dollars.

What are the benefits of a Second Opinion?

The biggest benefit of a Second Opinion Report is getting your important questions answered. Your portfolio will be evaluated under seven economic scenarios, all of which have some chance of occurring over the next few years. Going through this evaluation may allow your portfolio the opportunity to better handle the various economic scenarios that may lie ahead. Remember, a 50% decline takes a 100% return to break even.

What will I receive should I have a Second Opinion on my portfolio?

You will receive a one‐on‐one consultation with one of our financial advisors. At the consultation, your advisor will review the findings of our Second Opinion Report. This meeting will typically last around an hour.

How do I go about getting a Second Opinion?

Simply call our office at 507.235.5587 or 800.658.2507, or email Ty@sweetfinancial.com and mention the Second Opinion.