Wealth Management, 2nd Opinion Offer
Schedule your complimentary 90 minute Discovery Meeting to explore every aspect of your wealth, from wealth creation to wealth protection to preserving your legacy by completing the contact form on this page, emailing us at firstname.lastname@example.org or call us directly at (631) 434-8200. We will contact you shortly to set up a time to talk.
We offer you a priceless gift – a second opinion about your wealth plan. We explore your wealth goals – where you are now, where you would like to go, and address any gaps.
The second opinion process begins with scheduling a complimentary Discovery Meeting with a magii wealth management advisor.
We dive in and look at what your exact goals are so we can determine the best course of action for your individual needs. Your wealth advisor will assist you in clarifying what is important to you and your family.
If you have a current plan – We will review it with you to see if it is serving your needs. If we determine that your plan is serving you well, we will let you know up front.
If you do not have a plan, or if your current plan is outdated or not serving you – We will draw up a complimentary investment plan that addresses your specific goals and optimizes your wealth over the course of your practice and into retirement. We use a personalized approach that focuses on you and your intentions for your wealth.
The next step is to schedule an Investment Plan Meeting when we review the customized plan we have created for you, answer any specific questions, and determine whether the plan is aligned with your objectives.
If we find that magii wealth management can be beneficial to you and your financial goals, we move forward in the wealth management process. If we are not a good fit for you, we will gladly point you in the right direction.