A comprehensive financial plan is paramount as you navigate through life obstacles and strive to accomplish important goals. This “Tips & Tricks” playlist demonstrates exactly how to derive the most value out of your financial goal plan!
Our second opinion service is more than just a discussion about money and financial strategies. We want you to decide if we're a good fit for your needs, and we want to see if we can truly add value to your life.
Schedule a meeting with us for a second opinion and here's what you'll get:
Although we may discuss ideas during the meeting we want to spend most of the time listening, rather than immediately trying to provide solutions.
After the meeting we'll put together some information and ideas for strategies that best fit what you've told us about your goals and income. Next we'll schedule a follow-up conversation in which we'll present our second opinion about your current plan.
There's no obligation for our second opinion service and any information we provide during your meeting and afterwards is yours to keep.
Ray Olson, LLC
2201 West Broad Street
Richmond, VA 23220
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If you're interested in learning more about how we work with clients and the services we provide, download our brochure:
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