OceanFront Wealth

SECOND OPINION SERVICE
delimiter image

Would you agree that having a written financial plan specific to your goals is essential to achieving what’s most important to you?

Our first hand experience is that over 90% of high net worth individuals that come to us have not developed a comprehensive written plan with their current advisor. Having a written financial plan specific to your goals is essential to achieving what’s most important to you. This is why we created the complimentary Second Opinion Service exclusively for friends, family and associates of our valued clients and professional network.

Our Service has one goal in mind; to increase your peace of mind.

What to expect

SECOND OPINION SERVICE
delimiter image

We begin by listening carefully to your story, including your financial and personal goals. The information we learn about you and your family allows us to get a deep appreciation of your priorities, so we can focus on all aspects of your life.

After our discovery meeting, if we all determine there is a good fit, we will have a second meeting where we will provide you with a personalized written financial plan known as the Wealth Map that includes clear actionable items that will allow you to achieve what is most important to you.

To take advantage of this complimentary service, please call us at 604-687-3055 or email at info@oceanfrontwealth.com.