Broker Check

Would You Benefit from Our Complimentary Second Opinion Service? 

You or someone you know may be in a complex situation or just unhappy with the advice from your financial advisor – it’s not uncommon. We believe that many high-net-worth investors would value a second opinion on their finances from an independent, objective financial advisor. It can provide important insight and perspective, and give you the clarity that you have considered all options in providing for those who depend on you.

Why should you consider a second opinion?

Why should you consider a second opinion?

A second opinion from Cincinnati Wealth Management, Inc. may:

  • Provide confidence in knowing you’re on track to fulfill your values & goals
  • Assess if your portfolio allocation is in line with your goals & risk tolerance
  • Ensure you are receiving comprehensive financial planning and help spot any missed opportunities before it’s too late

     

Contact Us today if you or someone you know could benefit from a second opinion. 

What to expect from our second opinion service

Our complimentary second opinion offer is available for potential clients that would like to benefit from one of three outcomes:

  • A confirmation that your existing investments and financial plan are on target with your current advisor
  • The offer to become a wealth management client of ours
  • We’ll offer suggestions to improve your current trajectory towards your financial goals

Our Consultative Process

We approach each new engagement with a consultative process. This allows us to have an open dialogue in which we learn about every client’s values and goals while working with them to tailor a plan to help towards achieving them. For our valued clients, we leverage our comprehensive five step wealth management process below. Through our second-opinion service, you can enjoy a portion of this experience at no cost.

Discovery Meeting/Investment Plan Meeting

Mutual Commitment Meeting

45-Day Follow Up Meeting

Regular Progress Meetings