Second Opinion

The recent turmoil has made many of us question whether the path we are taking toward financial freedom is the right one.  If you do not have total comfort with your current financial situation, why not seek a second opinion?  Glenda Summers is a Senior Advisor Associate with Lucien, Stirling and Gray Advisory Group. She provides hourly fee planning and second opinions, not driven by commissions or product sales.  Glenda will help you to discover what your money is for. She can help you gain confidence in your financial situation by addressing the questions that bring you anxiety.

It starts with an initial consultation that is free of charge. What you can expect during this meeting:

• We will determine whether or not we have grounds to work together – is there a fit
• We will have a discussion about you – where are you? How did you get there?
• We will discuss the issues you would most like to address with your second opinion

Once we have established that we would like to work together, our review can include any or all of the following:

• Cash flow analysis – We will review your income and spending data and discuss opportunities to better align your spending with your priorities. Glenda may suggest tactics for reducing anxiety in daily spending decisions.
• Investment review – We can analyze your current investment allocation to see whether your investment mix is appropriate for you, your objectives and your comfort level.
• Retirement review – Are you on track to achieve financial freedom? She can help to identify where you are going and how you can best get there.
• Specific Financial Question – Do you feel good about your overall financial situation, but need an impartial opinion about an upcoming financial decision? 

Please email or call me to set up your complimentary consultation.