Wurm & Frye
Second Opinion Service
Do you need to get a better handle on where your investments are at and if you're on the path toward financial success? Do you want a different perspective on how likely it is you'll reach your retirement goals? Or, maybe you just need confirmation that your plan is on track to having enough money to retire?
We welcome the opportunity to meet with you. Please click on the link below to inquire about our second opinion service.CLICK HERE
What to expect when you meet with us
During our complementary, no obligation meeting, we'll talk about your financial objectives, life goals, family situation and concerns. We'll ask questions, evaluate your current plan and provide either:
1. Recommendations for changes to increase the likelihood of reaching your goals and objectives; or
2. A confirmation that what you're doing now is working to your advantage
Our professional advice is always delivered in a friendly, straight-forward manner. Our recommendations are clear, easy-to-understand, and delivered in plain-English — without the investment jargon.