SECOND OPINION SERVICE
SECOND OPINION SERVICE
In the current economic environment, between volatility, political worries and life changes, you may be in a complex situation or just unhappy with the advice you are receiving from your financial advisor—it’s not uncommon. We believe that many high-net-worth investors would value a second opinion on their finances.
In order to help you try and achieve your financial goals, we have created a complimentary second-opinion service.
Working with a team that redefines
wealth management
Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You will almost certainly get ten different answers, with most heavily focused on investing. Clients of Zeches Wealth Management, however, benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.
Wealth Management
Investment Consulting
- Asset allocation
- Portfolio management
- Manager due diligence
- Risk evaluation
- Performance analysis
Advanced Planning
- Wealth enhancement, including cash flow management and tax minimization
- Wealth transfer
- Wealth protection
- Charitable giving
Relationship Management
- Regularly scheduled calls, reviews and in-person meetings
- Team of professionals, including legal, tax, insurance and investment advisors
Full Client Experience
1
DISCOVERY MEETING
2
INVESTMENT PLAN MEETING
3
MUTUAL COMMITMENT MEETING
4
REGULAR PROGRESS MEETINGS
Full Client Experience
1
DISCOVERY MEETING
2
INVESTMENT PLAN MEETING
3
MUTUAL COMMITMENT MEETING
4
REGULAR PROGRESS MEETINGS
What to expect from our
second-opinion service
We will meet with you for a Discovery Meeting. Assuming we both agree that we have a basis for proceeding, you will return for the Investment Plan Meeting. Hopefully, we can confirm you are on track to fulfill your values and achieve your goals with your current financial provider. If needed, we will suggest ways in which we can help, including recommending another provider if we are not a good fit for your needs. Either way, you will receive a Total Client Profile and a personalized analysis of your current situation.
Second Opinion Service
1
DISCOVERY MEETING
2
INVESTMENT PLAN MEETING
Let us help you
HELP THOSE YOU
Care About
TUCSON OFFICE
2850 N. Swan Road, Suite 100
Tucson, Arizona 85712
(520) 326-6923
PHOENIX OFFICE
4647 N. 32nd Street, Suite 110
Phoenix, Arizona 85018
(602) 955-2838
Copyright 2024. Zeches Wealth Management, A Registered Investment Advisor.