Our 2nd Opinion Service is unique to Butera Wealth Management and helps clients feel more secure in their financial options. Together, we go through the most important parts of your financial plan, including your personal goals and needs, before making any recommendations or deciding if we’re a good fit. Our 2nd Opinion Service includes:
During our initial call, we will discuss:
Next, we work together on all necessary documentation to proceed, including going over our financial planning agreement.
We use cutting-edge software to gather important financial information, such as the Wealth Vision Fact Finder and our Investor Profile Questionnaire. We work to understand you beyond just your investments and finances.
Next, we evaluate your retirement plan and provide advice using all the information we’ve gathered. We evaluate your unique circumstance using:
At the end of the 2nd Opinion Service, you can decide if you want to work together or not. If not, you have no further obligation and can leave with a lot of useful information about your own planning. If you choose to become a client, we are excited to bring you on board and discuss the next steps of partnering with our firm.