Second Opinion Service
Given the current and ongoing economic uncertainty along with the challenge of reaching your goals, majority of investors welcome a second opinion on their finances. At Denton & Associates, we've met with many individuals and families who are concerned about their financial future. We would like to help. We think you will find our approach different than the other guys. Here’s what we offer:
A cup of coffee and a second opinion.
We invite you in to have a conversation about your situation. We like to gain clarity on your financial situation by creating an open dialogue. We’ll simply ask you to outline your financial goals and let us know how you feel you are doing in reaching those goals. Then, we will evaluate your individual situation and respond with a goal-focused plan that is easy to understand and tailored specifically for you.
If we believe your current financial plan is well suited for your investments and long-term goals then we will gladly tell you so, and send you on your way.
If, on the other hand, we think your current situation no longer fits your goals, we’ll explain why. If you like, we’ll recommend an alternative financial plan focused on improving the probability of reaching your individual and family goals.
Either way, the coffee is on us! You don’t have much to lose by joining us for some coffee and having a conversation with us.
To get started with your complimentary, no-obligation Second Opinion conversation, please give us a call at 573-686-3053 to setup a time for us to have a conversation. For more information on how to get in touch with our office, please check out our contact page.
Dariel L. Denton, Jr. & Associates CPA, PC is not a registered broker/dealer or registered investment advisory firm.