Second Opinion Service 

    If you have ever been diagnosed with a major health problem, conventional wisdom conveys that there are countless benefits to receiving a second opinion.  If obtaining a second opinion is so obvious for our health, why should it not be as visible for our wealth? I suggest that the hesitation is due to a perceived conflict of interest. Many folks believe that when we seek a second opinion regarding our investment strategy, the potential alternative view will likely tell us how our situation can be improved, cost reduced, etc. Moreover, the second opinion often suggests that you would be better served to utilize their services. Yep; we have all been there, done that, and got a T-shirt! But that should not be an issue if what we are seeking is information and possibly a different perspective on our situation?

I think nothing of getting a second opinion, and it is never a waste of time. I always learn something new that possibly benefit my family and me. As an investor, I would do the same. What do you have to lose except an hour or so of your time?  What can you expect from our Second Opinion Analysis, besides preparing a comprehensive examination of your portfolio? Whatever you want! You tell me your thoughts, concerns and what you desire to gain from our assessment and we will do our very best to deliver.  After you to take the necessary time to review carefully and absorb our conclusions, we, of course, would hope that you would consider employing our services. However, that is completely up to you. There is no pressure, and we don’t use sales gimmicks. We guide and you decide.

Help me, help you! Take advantage of our Second Opinion Service. I honestly believe you will find this endeavor to be time well spent.  You can reach me directly at 904-273-7955 or harry.pappas@wellsfargoadvisors.com.  As a bonus, prior to our meeting, I will send you a complimentary copy of 20 Little Known Strategies That Your Advisor May Not Tell You About. I know that trying to figure out this investment stuff out can be a daunting task, which is why I put my pen to paper to create this thought-provoking read.