Second Opinion Financial Advisor

Second Opinion Financial Advisor Service

The fact that you are reading this page means that you should consider our financial advisor second opinion service. 

Andrew D. Eddy, AIF®,ChFC®,CLU®,CFP®
Andrew D. Eddy, AIF®,ChFC®,CLU®,CFP®

Second Opinion Financial Advisor Service

When is the last time you or anyone else took a good, hard look at your current investment strategy?

  • Performance – How much have you really earned over time, after the costs involved and in the face of the trading decisions you’ve made along the way?

  • Risk/Reward – How much market risk are you facing, knowingly or not? Is your risk exposure truly aligned with your need to earn risk-based returns?

  • Costs – What are the apparent and less apparent costs you’re incurring? Are comparable, quality investments available for less?

  • Tax Efficiency – Are your taxable and tax-sheltered assets ideally located for optimal tax efficiency?

At Eddy Financial we believe strongly that confident financial decisions are best made when we – and you – favor solid evidence over distracting emotions. Let us show you the evidence with a detailed second opinion financial advisor service gap analysis, so you can see the numbers for yourself, plainly and clearly.

If you are doing well, we will not hesitate to tell you so. If we see room for improvement, we won’t be shy about telling you that either – along with how we can assist should you wish to proceed.

Schedule Second Opinion Financial Advisor Service

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