Now may be the time to get a second opinion!
Whether you are managing your investments and finances on your own or you are using a financial advisor, the past month’s events - from the huge drop in oil/energy to the coronavirus pandemic - may be causing you to ask the question, should I get a second opinion?
At Kellett Schaffner, we believe the simple answer for most investors is YES! Over the past month, we have talked with each of our clients to help them understand what we think of the market and we’ve partnered with them on changes to their portfolios to reduce risk or better align with their current financial objectives. If you are uncertain about any of the following characteristics of your investments and your advisor relationship, we would love to talk with you:
I’m unclear of the risk/reward profile (commonly called the beta) of my portfolio.
I’m not sure I understand how my level of retirement savings sets me up for retirement.
I’m unsure of the expenses associated with my portfolio.
I’m not sure whether my advisor is a fiduciary who must always act in the client’s best interest.
While we aren’t meeting our clients in person right now, we are available to talk on the phone anytime, ready to text whenever you’d like, and excited to setup a Zoom video conference with you.
Jared Kline, jared@kellettschaffner.com. Phone 513-768-2238 (text anytime)
Brian Kellett, brian@kellettschaffner.com. Phone 513-312-6067
Nick Gemmel, nick@kellettschaffner.com
You are also welcome to call the office at any time and we will return your call as soon as possible. 513-554-1472.
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