A Cup of Coffee and a Second Opinion

When markets turn as volatile and confusing as they have over the past couple of years, even the most patient investors may come to question the wisdom of the investment plan they’ve been following. At Foundation Wealth Management, we’ve seen a lot of difficult markets come and go. And we certainly empathize with people who find the current environment troublesome and disturbing.

We’d like to help, if we can, and to that end, here’s what we offer:

By appointment, you’re welcome to come in and sit with us for a while. We’ll ask you briefly to outline your financial goals – what your investment portfolio is intended to do for you. Then we’ll review the portfolio with you and provide a second opinion.

If we think your investments continue to be well suited to your long-term goals – despite all the market turmoil – we’ll gladly tell you so, and send you on your way.

If, on the other hand, we think some of your investments no longer fit your goals, we’ll explain why, in plain English. And, if you like, we’ll suggest some alternatives.

Either way the coffee is on us.