MAKE A POSITIVE CHANGE
Are you receiving the personal financial guidance you deserve?
At WakePointe Wealth, our private wealth advisors are never too busy to provide you with a second set of eyes.If you have questions about your financial plan or just want a second opinion, we’re available to provide a complimentary review and discuss our findings with you.
Our review is designed to determine if your current plan has you tracking your financial goals and to discuss your options if you’re not on track.
Some of the questions we ask are:
- Have you clearly defined your goals and are you on track to achieve them?
- Do you have a clear understanding of how and why your investment strategy and investment selection help you achieve your financial goals?
- Do you receive communications that help you understand how unexpected local, national and international events may impact your portfolio and plan?
- Are you scheduled to meet regularly with your current advisor to discuss your progress and, if necessary, make adjustments to your strategy?
If you’ve answered no to any of these questions it may be time to contact us.