A Cup of Coffee and a Second Opinion

Through the years, 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:

A cup of coffee, and a second opinion.

By appointment, you’re welcome to come in and sit with us. You’ll talk, we’ll listen. Then we’ll review your portfolio. If we think it’s well suited to your long-term goals, we’ll tell you. If we think parts don’t fit with your goals, we’ll explain why. If you like, we’ll recommend some alternatives.

Either way, the appointment, and the coffee, are on us.

Please Contact Us to schedule your appointment.